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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citibank | Arlington Heights | IL | 03/2016 | 08/2019 |
| Bmo Bank Na | Buffalo Grove | IL | 08/2019 | Present |
| Lpl Financial Llc | Buffalo Grove | IL | 05/2025 | Present |
1. 5/27/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name BMO INVESTMENT SERVICES - Investment Related - At Reported Business Location(s) - 0 Hrs/Mth - 0 Hrs During Trading - time Spent: 0. 2. 05/27/2025 - BMO Harris Bank - Financial Institution Duty - Investment Related - At Reported Business Location(s) - Start date: 08/26/20190 Hrs/Mth - 0 Hrs During Trading - time Spent: 5. 3. 05/27/2025- BMO Harris Bank - Notary - Investment Related - At Reported Business Location(s) - Start date: 08/26/2019 0 Hrs/Mth - 0 Hrs During Trading - time Spent: 5. 4. 11/07/2025 - Outside/W-2 Employment - Senior Care - Not Investment Related - Palatine, IL - Start Date 05/04/2025 - 18 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-04 |
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