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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-08-04 |
Branch Locations
1696 Meridian Oaks Drive, Greenwood, IN 46142 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-01 |
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