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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-02-24 |
| TX | RA | APPROVED_RES | 2021-03-26 |
| IL | RA | APPROVED | 2021-03-24 |
Branch Locations
395 N Executive Dr, Brookfield, WI 53005 • United States
Montgomery, IL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2018 | 06/2019 |
| Citifinancial Services Llc | West Dundee | IL | 08/2007 | 09/2017 |
| Unemployed | Montgomery | IL | 09/2017 | 02/2018 |
| Bmo Harris Financial Advisors, Inc. | Naperville | IL | 06/2019 | Present |
| Lpl Financial Llc | Naperville | IL | 03/2021 | Present |
1) 03/24/2021 - DBA for LPL Business (entity for LPL business) - BMO Investment Services - Investment Related - NAPERVILLE, IL
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-02 |
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