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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-03-24 |
Branch Locations
7447 University Ave, Middleton, WI 53562 • United States
Middleton, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris Bank | Madison | WI | 06/2013 | Present |
| Bmo Harris Financial Advisors, Inc | Middleton | WI | 02/2015 | Present |
| Lpl Financial Llc | Middleton | WI | 03/2021 | Present |
1) 03/24/2021 - DBA for LPL Business (entity for LPL business) - BMO Investment Services - Investment Related - Middleton, WI 53562 2) 1/21/2022 - Ink Spot Way LLC - Investment Related - The Villages, Florida - Real Estate Rental - Start Date: 1/6/2022 - 2 Hours Per Month/0 Hours During Securities Trading - Potential to rent this home.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-01 |
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