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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-08-10 |
| TX | RA | APPROVED | 2026-08-10 |
| WI | RA | APPROVED | 2026-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Minneapolis | MN | 11/2024 | 07/2026 |
| Jefferson High School | Bloomington | MN | 08/2016 | 07/2020 |
| University Of Wisconsin-Madison | Madison | WI | 08/2020 | 05/2024 |
| Wisconsin Management Company | Madison | WI | 06/2024 | 08/2024 |
| Unemployed | Bloomington | MN | 09/2024 | 11/2024 |
| Von Hanson's Meats | Bloomington | MN | 04/2018 | 08/2018 |
| Lifetime Fitness | Bloomington | MN | 06/2019 | 03/2020 |
| Adair Plastics Co. | Bloomington | MN | 05/2020 | 08/2020 |
| Thermo King Corp | Bloomington | MN | 06/2021 | 08/2021 |
| Ascent Solutions | Minneapolis | MN | 05/2022 | 08/2022 |
| Steenbock's On Orchard | Madison | WI | 02/2023 | 09/2023 |
| Farm2Facts | Madison | WI | 09/2023 | 04/2024 |
| Wando's Bar | Madison | WI | 02/2024 | 08/2024 |
| Lpl Financial Llc | Brookfield | WI | 08/2026 | Present |
| Bmo Bank Na | Brookfield | WI | 08/2026 | Present |
1. “Investment products and services are offered through LPL Financial LLC using the DBA/trade name BMO Investment Services - Inv Rel - At Reported Business Location (s) - 08/2026”
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-11 |
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