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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-15 |
| IL | RA | APPROVED | 2022-02-23 |
Branch Locations
50 South Lincoln, Hinsdale, IL 60521 • United States
Schaumburg, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Bank Na | Hinsdale | IL | 03/2018 | Present |
| Bmo Harris Bank | Naperville | IL | 12/2013 | 03/2018 |
| Lpl Financial Llc | Hinsdale | IL | 03/2021 | Present |
1) 03/24/2021 - DBA for LPL Business (entity for LPL business) - BMO Investment Services - Investment Related - At Reported Business Location(s) 2) 03/2021 - Financial Institution Duty- BMO BANK NA - Investment Related - 160 hours per month - At Reported Business Location(s) - Start Date 04/01/2018
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-14 |
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