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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-08-04
  • IN RA
    APPROVED
    Since 2025-08-04

Branch Locations

1696 Meridian Oaks Drive, Greenwood, IN 46142 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Carmel IN 01/2025 Present
Bmo Bank Carmel IN 08/2023 Present
Jensen's Pools Camby IN 05/2023 08/2023
Indiana University Bloomington IN 08/2019 05/2023
Plainfield High School Plainfield IN 08/2015 05/2019
Jensen's Pool Camby IN 05/2019 08/2019
  • 01/2025 → Present
    Carmel, IN
  • 08/2023 → Present
    Bmo Bank
    Carmel, IN
  • 05/2023 → 08/2023
    Jensen's Pools
    Camby, IN
  • 08/2019 → 05/2023
    Indiana University
    Bloomington, IN
  • 08/2015 → 05/2019
    Plainfield High School
    Plainfield, IN
  • 05/2019 → 08/2019
    Jensen's Pool
    Camby, IN
Other Businesses

1)01/09/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name BMO INVESTMENT SERVICES Inv Related / At reported business location (s)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-01
  • S66 Uniform Combined State Law Examination
    2025-08-01

View on SEC IAPD

Other Firms

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