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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-05-22 |
Branch Locations
8750 W Bryn Mawr Ste 1300, Chicago, IL 60631 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris | Naperville | IL | 08/2007 | 11/2016 |
| Bmo Harris Financial Advisors | Naperville | IL | 10/2013 | 11/2016 |
| U.S. Bank | Naperville | IL | 11/2016 | 03/2019 |
| U.S. Bancorp Investments, Inc. | Naperville | IL | 12/2016 | 09/2020 |
| Morgan Stanley | Oak Brook | IL | 09/2020 | 07/2023 |
| Old National Bank | Chicago | IL | 05/2024 | Present |
| Unemployed | Glen Ellyn | IL | 07/2023 | 05/2024 |
| Lpl Financial Llc | Chicago | IL | 05/2024 | Present |
1) 05/2024 - No Business Name - Real Estate Rental - Inv. Related - Davenport, FL 33897 - Co-owner - Start Date 06/03/2022 - 1hr/month - 0% time spent 2) 05/2024 - Sunny Rays Properties, LLC - Real Estate Rental - Inv. Related - CoIumbus, Ohio 43204 - Co-owner - Start Date 04/12/2024 - 0hrs/month - 0% time spent 3) 05/2024 - Rental - Real Estate Rental - Inv. Related - Chicago IL 60647 and Villa Park, IL 60181-1731 - Co-owner - Start Date 05/10/2024 - 0hrs/month - 0% time spent 4) 05/2024 - Old National Bank - Financial Institution Duty - Inv. Related - CHICAGO IL - Senior Private Banker - Start Date 03/11/2024 - 160hrs/month - 100% time spent 5) 01/08/2025 - SARAH BOLOUS - Investment Related - Columbus, OH - Real Estate Rental - Start Date:12/20/2024 - 1 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-11 |
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