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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-06-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Palos Hills | IL | 06/2015 | 11/2016 |
| Bmo Harris Bank | Westchester | IL | 12/2016 | 06/2021 |
| Lpl Financial Llc | Oakbrook Terrace | IL | 03/2021 | 06/2021 |
| Fifth Third Bank | Oak Brook | IL | 06/2021 | 06/2022 |
| Fifth Third Securities | Oak Brook | IL | 06/2021 | 06/2022 |
| Lpl Financial Llc | Hinsdale | IL | 06/2022 | Present |
| Bmo Bank Na | Hinsdale | IL | 06/2022 | Present |
1) 6/2022 - DBA for LPL Business (entity for LPL business) - BMO Investment Services - Investment Related - Hinsdale, IL 60521 2) 2013 - Real Estate Rental - Investment Related - 11345 South Roberts Road Unit F, Palos Hills, IL 60465 3) 6/2022 - Financial Institution Duty - BMO Bank NA - Investment Related - Hinsdale, IL 60521
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-23 |
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