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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| St John's Lutheran Church, Preschool And Childcare | Fredonia | WI | 07/2016 | 07/2023 |
| Bmo Bank Na | Cedarburg | WI | 07/2020 | Present |
| Lpl Financial Llc | Mequon | WI | 11/2023 | Present |
1) 12/12/2023 - BMO Investment Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 12/12/2023 - BMO BANK NA - Financial Institution Duty - Inv Rel - At Reported Business Location(s) - Start: 07/2020 - 160 Hr/Mth 3) 12/12/2023 - Notary - State of Wi - Inv Rel - Start: 04/2021 4) 12/12/2023 - Mary Kay Sales Consultant - Non-Inv Rel - Grafton, WI i- Start: 04/2001 - 1 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-08 |
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