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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-08-19 |
Branch Locations
8740 N Port Washington Road, Fox Point, WI 53217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Bank Na | Milwaukee | WI | 10/2015 | Present |
| Lpl Financial Llc | Fox Point | WI | 03/2021 | Present |
1.03/12/2021; bmo harris bank n.a; Financial Institution Duty; Not Investment Related; at Reported Business Location(s); Start Date 08/31/1998; 160hrs/mth; 6hrs during trading 2.03/12/2021; state of wisconsin notary public; Other; Investment Related; at Reported Business Location(s); Start Date 07/20/2018; 0hrs/mth; 0hrs during trading 3.03/25/2021; BEEFA W24 CO. LTD; Real Estate Rental; Investment Related; PO BOX 12002 NAIROBI,KENYA; Start Date 04/01/2021; 1hrs/mth; hrs during trading 4.04/16/2021; Investment products and services are offered through LPL Financial LLC using the DBA/trade name BMO Investment Services; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-18 |
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