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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-05-02 |
Branch Locations
500 Third Street, Wausau, WI 54403 • United States
Kronenwetter, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Stevens Point | WI | 01/2023 | Present |
| Bmo Harris Bank | Stevens Point | WI | 06/2022 | Present |
| Bmo Harris Bank | Wausau | WI | 07/2021 | 06/2022 |
| Bmo Harris Bank | Rothschild | WI | 09/2019 | 07/2021 |
| Bmo Harris Bank | Rothschild | WI | 08/2015 | 09/2019 |
1) 1/2023- BMO Investment Services- DBA for LPL Business (entity for LPL business)- inv. related- at reported business locaiton(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-01 |
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