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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-09-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Inv., Inc. | Minneapolis | MN | 12/1999 | 06/2022 |
| Lpl Financial Llc | Richfield | MN | 09/2024 | Present |
| Bmo Investment Services | Richfield | MN | 09/2024 | Present |
| Unemployed | West Saint Paul | MN | 07/2022 | 08/2024 |
1) 09/2024 - BMO Investment Services - DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-21 |
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