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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-04-13 |
Branch Locations
790 N Water St Floor 11, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City National Securities, Inc. | Los Angeles | CA | 09/2018 | 08/2024 |
| City National Rochdale | Los Angeles | CA | 05/2017 | 09/2018 |
| Us Bank | Milwaukee | WI | 01/2015 | 05/2017 |
| Lpl Financial, Llc | Milwaukee | WI | 04/2026 | Present |
| Bmo Bank | Milwaukee | WI | 09/2024 | 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: 4/2026
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