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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-03-24 |
Branch Locations
85 E Warner Rd, Ste 101,, Gilbert, AZ 85296 • United States
1481 E Williams Field Rd, Gilbert, AZ 85295 • United States
1510 W Southern Ave, Mesa, AZ 85202 • United States
21479 S Ellsworth Rd, Queen Creek, AZ 85142 • United States
4835 E Warner Rd, Phoenix, AZ 85044 • United States
9953 W Baseline Rd, Mesa, AZ 85202 • United States
1755 S Greenfield Rd, Mesa, AZ 85206 • United States
2740 North Power, Mesa, AZ 85215 • United States
21479 S Ellsworth Road, Queen Creek, AZ 85242 • United States
1490 S. Arizona Ave., Chandler, AZ 85248 • United States
Chandler, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris Bank | Scottsdale | AZ | 06/2014 | 07/2018 |
| Bmo Harris Financial Advisors, Inc. | Mesa | AZ | 07/2018 | 03/2021 |
| Lpl Financial Llc | Mesa | AZ | 03/2021 | Present |
1. 4/15/2021 - BMO Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-01 |
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