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Lri Investments CRD 323556
$2.78B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3825 Pga Blvd Suite 303, Palm Beach Gardens, FL 33410 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-23 |
| SC | RA | APPROVED | 2026-03-05 |
| RI | RA | APPROVED | 2026-03-04 |
| CA | RA | APPROVED | 2026-03-03 |
| NH | RA | APPROVED | 2026-03-03 |
| NY | RA | APPROVED | 2026-03-03 |
| CT | RA | APPROVED | 2025-11-20 |
| FL | RA | APPROVED | 2023-06-30 |
Branch Locations
3825 Pga Blvd Suite 303, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lindberg & Ripple | Palm Beach Gardens | FL | 01/2023 | Present |
| Retirement Income Strategies, Inc | Palm Beach Gardens | FL | 08/2012 | 08/2022 |
| Advanced Insurance Strategies, Inc | Palm Beach Gardens | FL | 06/2014 | 01/2023 |
| Lri Investments, Llc | Palm Beach Gardens | FL | 06/2023 | Present |
1. Lindberg & Ripple through M Holdings Securities as Broker/Dealer: 3825 PGA Blvd, Suite 303 Palm Beach Gardens, FL 33410. Investment related. Marketing associate. 01/2023. 40 hours/week. Duties: marketing 2. Insurance: 8000 North West 7th Street, # 202 Miami, FL 33126. non-investment related. Trail commissions. No active position. 08/2012. 0 hours. No duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-30 |
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