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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-07-29 |
Branch Locations
333 North Northwest Highway, Barrington, IL 60010 • United States
5035 Shoreline Road, Lake Barrington, IL 60010 • United States
3225 Kirchoff Road, Rolling Meadows, IL 60008 • United States
40 S Barrington, Barrington, IL 60010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| St. John's Lutheran Church And School | Lombard | IL | 07/2015 | 06/2017 |
| J.P. Morgan Chase Bank N.A. | Mt. Prospect | IL | 06/2017 | 07/2018 |
| J.P. Morgan Chase Bank N.A. | Mt. Prospect | IL | 07/2018 | 11/2021 |
| J.P. Morgan Securities | Mt. Prospect | IL | 11/2021 | 07/2024 |
| Bmo | Barrington | IL | 07/2024 | Present |
| Lpl Financial, Llc | Barrington | NJ | 07/2024 | Present |
1) 07/2024 - BMO Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-16 |
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