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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris Bank | Hales Heights | WI | 06/2015 | 03/2018 |
| Bmo Bank Na | Lockport | IL | 03/2018 | Present |
| Lpl Financial Llc | Homer Glen | IL | 03/2021 | Present |
1) 03/24/2021 - DBA For LPL Business (entity for LPL Business) - BMO Investment Services - Investment Related - HOMER GLEN, IL 2) 12/30/2018 - Notary - BMO HARRIS BANK - 160 hours/ 40 hours - Investment Related - HOMER GLEN, IL 3) 12/30/2018 - Financial Institution Duty - BMO Bank NA - 160 hours/ 40 hours - Investment Related - HOMER GLEN, IL
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-10 |
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