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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-05-14 |
| IL | RA | APPROVED | 2026-05-13 |
| TX | RA | APPROVED_RES | 2026-05-04 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Maquoketa | IA | 05/2015 | 05/2026 |
| Ameriprise Financial Services, Llc | Dubuque | IA | 03/2020 | 05/2026 |
| Lpl Financial Llc | Dubuque | IA | 05/2026 | Present |
1. 04/2026 - Bridgewater Advisors, Inc - DBA for LPL Business (entity for LPL business) - Not Inv Related - 160 Hour(s)/Month - 112 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 5/4/2026 2. 04/2026 - Bretrobert1, LLC - Real Estate Rental - Inv Related - 15 Hour(s)/Month - 0 Hour(s) During Trading - Butternut, WI, 52514 - OBA Start Date: 08/01/2011 3. 04/2026 - Vermilion 1218 LLC - Farm - Not Inv Related - 15 Hour(s)/Month - 0 Hour(s) During Trading - Elizabeth, IL, 61028 - OBA Start Date: 11/01/2021 4. 04/2026 - 1218, LLC - Real Estate Rental - Inv Related - 5 Hour(s)/Month - 0 Hour(s) During Trading - Elizabeth, IL, 61028 - OBA Start Date:11/01/2022 5. 04/2026 - Bridgewater Real Estate, LLC - Real Estate Rental - Inv Related - 10 Hour(s)/Month - 0 Hour(s) During Trading - Dubuque, IA, 52001 - OBA Start Date: 01/01/2020 6. 04/2026 - Emerald Bay, LLC - Real Estate Rental - Inv Related - 5 Hour(s)/Month - 0 Hour(s) During Trading - West Bay, NA, 00000 - OBA Start Date: 08/01/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-03 |
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