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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-26 |
| FL | RA | APPROVED | 2021-03-25 |
Branch Locations
4115 Us Hwy 301 N, Ellenton, FL 34222 • United States
777 S Flagler Drive, West Palm Beach, FL 33401 • United States
4502 Cortez Road West, Bradenton, FL 34210 • United States
5225 University Park, Bradenton, FL 34201 • United States
1301 8Th Avenue West, Palmetto, FL 34221 • United States
52 South Lemon Ave, Sarasota, FL 34236-5765 • United States
11535 Palmbrush Trail, Bradenton, FL 34202 • United States
5461 N Us Hwy 41, Apollo Beach, FL 33572 • United States
4115 Us Hwy 301 North, Ellenton, FL 34222 • United States
5931 Brookhill Boulevard, Sarasota, FL 34232 • United States
501 E. Kennedy Blvd, Tampa, FL 33602 • United States
103 W Bloomingdale Avenue, Brandon, FL 33511 • United States
6821 15Th Street East, Sarasota, FL 34243 • United States
1201 Beneva Road South, Sarasota, FL 34232 • United States
5503 Manatee Avenue West, Bradenton, FL 34209 • United States
Sarasota, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&I Financial Advisors | Sarasota | FL | 09/2009 | Present |
| M & I Insurance Services | Sarasota | FL | 09/2009 | Present |
| M & I Trust | Sarasota | FL | 09/2009 | Present |
| Bmo Harris Bank | Sarasota | FL | 07/2011 | Present |
| Bmo Harris Financial Advisors, Inc. | Bradenton | FL | 08/2012 | Present |
| Lpl Financial Llc | University Park | FL | 03/2021 | Present |
1) 03/24/2021 - DBA for LPL Business (entity for LPL business) - BMO Investment Services - Investment Related - SARASOTA, FL
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-28 |
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