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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-05-07 |
| IL | RA | APPROVED | 2026-05-04 |
| TX | RA | APPROVED | 2026-05-04 |
Branch Locations
395 N Executive Dr, Brookfield, WI 53005 • United States
Chicago, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hussar Capital Group | Chicago | IL | 01/2013 | 12/2016 |
| Unemployed | Chicago | IL | 01/2017 | 03/2017 |
| Collins Engineers Inc. | Chicago | IL | 04/2017 | 06/2017 |
| Unemployed | Chicago | IL | 07/2017 | 11/2017 |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 11/2017 | 07/2025 |
| J.P Morgan Securities Llc | Chicago | IL | 11/2017 | 07/2025 |
| Unemployed | Chicago | IL | 07/2025 | 05/2026 |
| Bmo Harris Bank | Brookfield | WI | 05/2026 | Present |
| Lpl Financial Llc | Brookfield | WI | 05/2026 | Present |
1. 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 : 05/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-18 |
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