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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-04-07 |
Branch Locations
500 Main St, Menomonie, WI 54751 • United States
411 N Bridge Street, Chippewa Falls, WI 54729 • United States
228 Water Street, Eau Claire, WI 54703 • United States
4106 Hwy 93, Eau Claire, WI 54701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Bank Na | Eau Claire | WI | 09/2015 | Present |
| Lpl Financial Llc | Eau Claire | WI | 10/2022 | Present |
1) 10/17/2022 - BMO Investment Services - DBA for LPL Business (entity for LPL business) - Investment Related - at reported business location EAU CLAIRE, WI. 2) 10/17/2022 - BMO Bank NA - Financial Institution Duty - Investment Related - Licensed Branch Employee - Prairie, MN - Start date: 10/2022 - 160 hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-31 |
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