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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-03-31 |
Branch Locations
2976 North Carson St, Carson City, NV 89706 • United States
2976 N. Carson St., Carson City, NV 89706 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Reno | NV | 06/2016 | 02/2018 |
| Td Ameritrade, Inc. | Reno | NV | 02/2018 | 10/2019 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 10/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Reno | NV | 10/2019 | 06/2022 |
| Bank Of America, N.A. | Minden | NV | 10/2019 | 06/2022 |
| U.S. Bank | Gardnerville | NV | 07/2022 | 02/2025 |
| U.S. Bancorp Investments, Inc. | Gardnerville | NV | 07/2022 | 02/2025 |
| Lpl Financial Llc | Carson City | NV | 02/2025 | Present |
| Bmo Bank | Carson City | NV | 02/2025 | Present |
1- 03/2025 / BMO Investment Services / Financial Institution Duty / Investment Related / 160 hrs mth / 5 hrs during trading / Start date: 02/18/2025 2- 03/2025 / BMO Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth /40 hrs during trading / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-29 |
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