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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-06 |
Branch Locations
Laguna Beach, CA • United States
4400 Macarthur Blvd Ste 100, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 09/2016 | 06/2026 |
| Bank Of America, N.A. | Phoenix | AZ | 08/2015 | 09/2016 |
| Bank Of America, N.A. | Chandler | AZ | 01/2019 | 06/2026 |
| Bmo Bank Na | Newport Beach | CA | 06/2026 | Present |
| Lpl Financial Llc | Newport Beach | CA | 08/2026 | Present |
1. 08/2026 - BMO Bank - Financial Institution Duty - Inv Related – 160 Hour(s)/Month – 130 Hour(s) During Trading – Laguna Beach, CA, 92651 – OBA Start Date: 07/27/2026 2. 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 : 08/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-05 |
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