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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-06-22 |
Branch Locations
N82 W 15415 Appleton Ave, Menomonee Falls, WI 53051 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris Bank | Menomonee Falls | WI | 08/2019 | Present |
| Jimmy Johns | Whitewater | WI | 03/2019 | 08/2019 |
| Pick N Save | Germantown/Menomonee Falls | WI | 06/2016 | 08/2018 |
| University Of Wisconsin Whitewater | Whitewater | WI | 08/2014 | 12/2019 |
| Lpl Financial, Llc | Menomonee Falls | WI | 01/2022 | Present |
1- 05/2021 / Notary / Notary / Investment Related / N82W15415 Appleton Ave., Menomonee Falls, WI 53051 2- 03/2022 / BMO Harris Bank / Financial Institution Duty / Investment Related / 160 HRS MNTH & 8 HRS DURING TRADING / N82W15415 Appleton Ave., Menomonee Falls, WI 5305 3- 03/2022 / DBA for LPL Business (entity for LPL business) / BMO Harris Bank / Investment Related / Menomonee Falls, WI
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-20 |
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