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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris Bank | Cary | IL | 05/2023 | Present |
| First Community Mortgage | Carmel | IN | 09/2022 | 04/2023 |
| Primelending, A Plainscapital Company | Carmel | IN | 02/2020 | 09/2022 |
| Freedom Mortgage | Fishers | IN | 08/2018 | 01/2020 |
| Purdue University | West Lafayette | IN | 08/2014 | 06/2018 |
| Lpl Financial, Llc | Cary | IL | 05/2025 | Present |
1. BMO INVESTMENT SERVICES - DBA for LPL Business (entity for LPL business) - Investment Related - At reported business location(s) - Start Date: 4/28/2025 - 0 Hrs/Mth - 0 Hrs During Trading - Time Spent: 0 2. BMO Harris Bank - Financial Institution Duty - Investment Related - Brownsburg IN 46112 - Start Date: 05/15/2023 - 173 Hrs/Mth - 40 Hrs During Trading - Time Spent: 100 3. OJ Properties LLC - Real Estate Rental - Investment Related - Indianapolis IN - Start Date: 03/27/2025 - 5 Hrs/Mth - 0 Hrs During Trading - Time Spent: 0 4. Notary - Notary - Investment Related - Brownsburg IN 46112 - Start Date: 07/01/2023 - Public Notary - 0 Hrs/Mth - 0 Hrs During Trading - Time Spent: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-31 |
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