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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Walnut Creek | CA | 08/2016 | 11/2018 |
| Sami's Pizza Inc. | Brentwood | CA | 01/2016 | 08/2016 |
| Wells Fargo Clearing Services, Llc | Lafayette | CA | 10/2021 | 03/2025 |
| Wells Fargo Bank, Na | Lafayette | CA | 10/2021 | 03/2025 |
| Callisto Media | Emeryville | CA | 07/2019 | 10/2021 |
| Unemployed | Brentwood | CA | 11/2018 | 07/2019 |
| Bmo Harris Bank | Brentwood | CA | 03/2025 | Present |
| Lpl Financial | Brentwood | CA | 03/2025 | Present |
1) 03/2025 - BMO INVESTMENT SERVICES / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 2) 03/2025 - Real Estate Rental / Co- Owner / Inv Related / Antioch CA 94509 3) 02/2025 - BMO Harris Bank / Financial Institution Duty / Senior Premier Relationship Manager / Inv Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-25 |
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