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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-05-15 |
Branch Locations
354 North Milwaukee Avenue, Libertyville, IL 60048-2250 • United States
Chicago, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walther Christian Academy H.S | Melrose | IL | 03/2019 | 05/2019 |
| Bnp Paribas | Casablanca | 04/2010 | 08/2018 | |
| J.P. Morgan Securities Llc | Chicago | IL | 06/2019 | 01/2022 |
| Jpmorgan Chase Bank, N.A | Chicago | IL | 06/2019 | 01/2022 |
| Unemployed | Chicago | IL | 09/2018 | 02/2019 |
| Lpl Financial Llc | Gurnee | IL | 01/2022 | Present |
| Bmo Harris Bank | Gurnee | IL | 01/2022 | Present |
1)01/30/2022 - BMO Investment Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2022 2)01/30/2022 - BMO Harris Bank - Financial Institution Duties - Non-Inv Rel - At Reported Business Location(s) - Start: 01/2022 - 160 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-04 |
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