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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Los Angeles | CA | 07/2015 | 07/2025 |
| Wells Fargo Clearing Services Llc | Los Angeles | CA | 04/2018 | 07/2025 |
| Lpl Financial Llc | Encino | CA | 09/2025 | Present |
| Bmo Harris Bank | Encino | CA | 09/2025 | Present |
1) 08/2025 - SENIOR PREMIER RELATIONSHIP MANAGER / Financial Institution Duty / Senior Premier Relationship Manager / Inv Related / ENCINO CA 91436 - 100 hrs per month - 100% time spent 2) 08/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Bmo Investment services Inv Related / At reported business location (s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-13 |
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