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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-27 |
Branch Locations
10250 Constellation Blvd # 30 30Th Flr, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Century City | CA | 10/2015 | 03/2018 |
| Wells Fargo Clearing Services Llc | Beverly Hills | CA | 03/2018 | 07/2021 |
| Wells Fargo Clearing Services, Llc | Tarzana | CA | 08/2021 | 12/2022 |
| Wells Fargo Bank, Na | Tarzana | CA | 10/2015 | 12/2022 |
| Citigroup | Beverly Hills | CA | 07/2021 | 08/2021 |
| Jpmorgan Chase Bank, Na | West Lake Village | CA | 01/2023 | 03/2025 |
| Jpmorgan Securities Llc | West Lake Village | CA | 01/2023 | 03/2025 |
| Lpl Financial Llc | Los Angeles | CA | 08/2026 | Present |
| Pnc Bank | Los Angeles | CA | 03/2025 | 06/2026 |
| Bmo Bank | Los Angeles | CA | 08/2026 | Present |
1.08/2026 – BMO Bank – Financial Institution Duty– Inv Related – 160 Hour(s)/Month – 130 Hour(s) During Trading – Los Angeles CA 90067 – OBA Start Date: 08/20/2026 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 | 2020-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-11 |
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