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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-03-24 |
Branch Locations
300 E. Wall Street, Eagle River, WI 54521 • United States
Eagle River, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&I Bank | Eagle River | WI | 03/1989 | Present |
| Bmo Harris Financial Advisors, Inc. | Eagle River | WI | 08/2012 | Present |
| Lpl Financial Llc | Eagle River | WI | 03/2021 | Present |
1)03/2021 - DBA for LPL Business (entity for LPL business) - BMO Investment Services - Investment Related - Eagle River, WI 54521 2)08/2014 - Business Owner - Restaurant Equipment Service - 0Hrs/Mo During Trading - Investment Related - Eagle River, WI 54521
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-06 |
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