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3825 Pga Blvd Suite 303, Palm Beach Gardens, FL 33410 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-20 |
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 | 04/2016 | Present |
| M Holdings Securities | Portland | OR | 04/2016 | Present |
| Lindberg & Ripple, Lri Investments, Llc | Palm Beach Gardens | FL | 07/2023 | Present |
1) Lindberg & Ripple; 3825 PGA Boulevard, Suite 303, Palm Beach Gardens, FL 33410; Wealth Manager; Investment Related; Registered Representative; Reporting supervisor, trading, rebalancing; 3/01/2016; 150 hours/month; 150 hours/month during business hours. 2) LRI Investments, LLC; 3825 PGA Blvd, Suite 303, Palm Beach Gardens FL 33410; Investment Advisory; Investment Related; Chief Compliance Officer; Compliance oversight of Registered Investment Advisory business; 07/01/2023; 160 hours per month; 40 hours per month during trading hours. 3) SP Investments Squared, LLC; 3825 PGA Blvd, Suite 303, Palm Beach Gardens FL 33410; Entity that owns 70% of LRI Investments, LLC - registered investment advisor; Investment related; Owner; Ownership interest; 2/1/2025; 1 hour per month; 1 hour per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-30 |
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