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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purdue Northwest | Hammond | IN | 08/2018 | 05/2022 |
| Lincoln Way East Highschool | Frankfort | IL | 08/2014 | 08/2018 |
| Ubs | Chicago | IL | 07/2022 | 07/2026 |
| Bmo Bank | Crown Point | IN | 07/2026 | Present |
| Lpl Financial Llc | Crown Point | IN | 07/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name BMO Investment Services - Inv Rel - At Reported Business Location (s) - Start Date : 07/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-17 |
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