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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-24 |
Branch Locations
2401 West Schaumburg Road, Schaumburg, IL 60194 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank N.A. | Evanston | IL | 08/2019 | 09/2021 |
| Jpmorgan Securities Llc | Evanston | IL | 08/2019 | 09/2021 |
| Bmo Harris Bank | Chicago | IL | 11/2015 | 08/2019 |
| Wells Fargo Clearing Services, Llc | Evanston | IL | 09/2021 | 04/2026 |
| Wells Fargo Bank, Na | Evanston | IL | 09/2021 | 04/2026 |
| Unemployed | Evanston | IL | 05/2026 | 06/2026 |
| Bmo Bank | Bartlett | IL | 06/2026 | Present |
| Lpl Financial Llc | Bartlett | IL | 06/2026 | Present |
1. 06/2026 - BMO BANK - Financial Institution Duty - Inv Related – 160 Hour(s)/Month – 130 Hour(s) During Trading – Bartlett IL 60103– OBA Start Date: 06/16/2026 2. Investment products and services are offered through LPL Financial LLC using the DBA/trade nameBMO INVESTMENT SERVICES - Inv Rel - At Reported Business Location (s) - Start Date : 06/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-17 |
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