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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-03-09 |
| TX | RA | APPROVED | 2023-03-07 |
Branch Locations
50 Pearl Avenue, Oshkosh, WI 54901 • United States
Kimberly, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Monsanto | Baraboo | WI | 05/2015 | 04/2017 |
| Jarrett Family Cattle | Washington | IN | 04/2007 | 08/2019 |
| Edward Jones | Ellettsville | IN | 04/2017 | 07/2019 |
| Jp Morgan Securities, Llc | Indianapolis | IN | 07/2019 | 03/2023 |
| Jp Morgan Chase Bank, N.A. | Indianapolis | IN | 07/2019 | 03/2023 |
| Indiana University | Bloomington | IN | 08/2018 | 08/2019 |
| Indiana University Club Lacrosse | Bloomington | IN | 02/2021 | 03/2022 |
| Indiana University Men's Club Lacrosse | Bloomington | IN | 01/2022 | 03/2023 |
| Bmo Bank N.A. | Oshkosh | WI | 03/2023 | Present |
| Lpl Financial | Oshkosh | WI | 03/2023 | Present |
1) 03/2023 - BMO Investment Services - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-18 |
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