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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-26 |
| WI | RA | APPROVED | 2021-03-24 |
Branch Locations
4323 Milton Avenue North, Janesville, WI 53545 • United States
4323 Milton Ave Ste 100, Janesville, WI 53546 • United States
104 N 5Th St, Delavan, WI 53115 • United States
1404 Creston Park Dr, Janesville, WI 53545 • United States
Stoughton, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris Bank | Madison | WI | 08/2016 | 11/2018 |
| Bmo Harris Financial Advisors, Inc. | Janesville | WI | 11/2018 | 03/2021 |
| Lpl Financial Llc | Janesville | WI | 03/2021 | Present |
1) 4/13/2021: BMO Investment Services; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related. 2) 9/14/2023: No business name; Harpers Ferry, IA; Real Estate Rental; Inv. related; start date 10/1/2023; 1hr/mo.; 0hrs during trading. 3) 01/29/2025 - Rep's Business -Not Investment Related- Home Based - Buy and Sell Sports Cards - Start Date 01/01/2025 - 10 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-14 |
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