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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-01-27 |
Branch Locations
201 South Grove Avenue, Barrington, IL 60010 • United States
Lake In The Hills, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris Bank Na | Barrington | IL | 12/2005 | 06/2017 |
| Bmo Harris Financial Advisors, Inc. | Barrington | IL | 06/2017 | Present |
| Lpl Financial Llc | Barrington | IL | 03/2021 | Present |
1) 5/2021- BMO Investment Services- DBA for LPL Business (entity for LPL business)- Inv. Related- Barrington, IL
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-29 |
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