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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zephyr Teachout For Congress | Kingston | NY | 08/2016 | 11/2016 |
| Bard College | Annandale On Hudson | NY | 08/2013 | 05/2017 |
| Unemployed | Sturgeon Bay | WI | 05/2017 | 09/2017 |
| Axa Advisors, Llc | New York | NY | 10/2017 | 02/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 02/2018 | 08/2026 |
| Lpl Financial Llc | Buffalo Grove | IL | 08/2026 | Present |
| Bmo Bank Na | Buffalo Grove | IL | 08/2026 | Present |
1. 08/2026 – BMO Bank– Financial Institution Duty – Inv Related – 160 Hour(s)/Month – 130 Hour(s) During Trading – Northbrook IL 60062 – OBA Start Date: 08/12/2026 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 | 2017-12-11 |
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