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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-29 |
| AZ | RA | APPROVED | 2021-03-24 |
Branch Locations
2828 North Litchfield Road, Goodyear, AZ 85395 • United States
19428 N.R.H. Johnson Blvd, Sun City West, AZ 85375 • United States
13250 N Del Webb Blvd, Sun City, AZ 85351 • United States
16890 W. Bell Road, Surprise, AZ 85374 • United States
Glendale, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&I Brokerage Services | Marshfield | WI | 07/2001 | Present |
| Bmo Harris Bank Na | Milwaukee | WI | 07/2011 | Present |
| M&I Insurance Svcs Inc | Milwaukee | WI | 08/2001 | Present |
| M&I Trust Company Inc | Milwaukee | WI | 08/2001 | Present |
| Bmo Harris Financial Advisors, Inc. | Peoria | AZ | 08/2012 | Present |
| Lpl Financial Llc | Sun City West | AZ | 03/2021 | Present |
1) 03/24/2021 - DBA for LPL Business (entity for LPL business) - BMO Investment Services - Investment Related - SUN CITY WEST, AZ
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-25 |
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