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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-03-24 |
Branch Locations
1000 S. Lagrange, Lagrange, IL 60525 • United States
17 West 695 Roosevelt Road, Oakbrook Terrace, IL 60181 • United States
101 Burr Ridge Parkway, Burr Ridge, IL 60527 • United States
2275 75Th Street, Darien, IL 60561 • United States
901 Burlington Avenue, Western Springs, IL 60558 • United States
Chicago, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Chicago | IL | 06/2008 | 12/2019 |
| Jpmorgan Chase Bank Na | Chicago | IL | 06/2008 | 12/2019 |
| Bmo Harris Financial Advisors, Inc. | Burr Ridge | IL | 12/2019 | Present |
| Lpl Financial Llc | Lagrange | IL | 03/2021 | Present |
1) 03/24/2021 - DBA for LPL Business (entity for LPL business) - BMO Investment Services - Investment Related - BURR RIDGE, IL
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-20 |
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