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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Naperville | IL | 09/2023 | Present |
| Bmo Bank Na | Naperville | IL | 09/2018 | Present |
| Helzberg Diamonds | Aurora | IL | 08/2015 | 09/2018 |
1) 08/30/2023 - BMO Investment Services - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 08/30/2023 - BMO Bank NA - Financial Institution Duty - Premier Banker - Investment related - IL 60189 - Start date: 08/21/2023.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-29 |
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