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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-03-07 |
Branch Locations
2100 W Pleasant Grove Blvd Suite 330, Pleasant Grove, UT 84062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance | Milwaukee | WI | 04/2001 | 03/2025 |
| Northwestern Mutual Investment Services Llc | Milwaukee | WI | 05/2001 | 03/2025 |
| Northwestern Mutual Investment Services, Llc. | Provo | UT | 06/2007 | 03/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2015 | 03/2025 |
| Lpl Financial Llc | Pleasant Grove | CA | 03/2025 | Present |
1- 02/2025 / Happier Wealth / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2- 02/2025 / Ryan Ericksen / Real Estate Rental / Investment Related / Ivins, U / Start date: 01/01/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-14 |
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