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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-10
WI RA APPROVED 2025-07-10
  • TX RA
    APPROVED
    Since 2025-07-10
  • WI RA
    APPROVED
    Since 2025-07-10

Branch Locations

2909 Landmark Pl Ste 110, Madison, WI 53713 • United States

200 S Executive Dr Ste 101 Ofc 2061, Brookfield, WI 53005 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vector Marketing Corporation Northbrook IL 06/2013 07/2025
Bank Of America, N.A. Chandler AZ 08/2016 07/2017
Transamerica Financial Advisors, Inc Madison WI 09/2017 03/2022
World Financial Group, Inc. Madison WI 07/2017 07/2025
Merrill Lynch Pierce Fenner Smith New York NY 06/2017 07/2017
Rural Bible Crusade Of Wisconsin Marshfield WI 05/2021 Present
Next Financial Group, Inc. Houston TX 03/2022 07/2025
Lpl Financial Llc Madison WI 07/2025 Present
  • 06/2013 → 07/2025
    Vector Marketing Corporation
    Northbrook, IL
  • 08/2016 → 07/2017
    Bank Of America, N.A.
    Chandler, AZ
  • 09/2017 → 03/2022
    Transamerica Financial Advisors, Inc
    Madison, WI
  • 07/2017 → 07/2025
    World Financial Group, Inc.
    Madison, WI
  • 06/2017 → 07/2017
    Merrill Lynch Pierce Fenner Smith
    New York, NY
  • 05/2021 → Present
    Rural Bible Crusade Of Wisconsin
    Marshfield, WI
  • 03/2022 → 07/2025
    Next Financial Group, Inc.
    Houston, TX
  • 07/2025 → Present
    Madison, WI
Previous Registrations
Other Businesses

1- 07/2025 - Bell Financial - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 07/11/2025 - 5 hours per month/ during trading 2- 07/2025 - World Financial Group - Non-Variable Insurance Commission Trails - Investment Related - At Reported Business Location(s) - Start Date 07/17/2017 3- 07/2025 - Bell Financial - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 07/17/2017 - 120 hours per month/ during trading 4- 07/2025 - Shepherd Financial Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/30/2022 - 30 hours per month/ 10 hours during trading 5- 11/05/2025 - Sierra Ridge Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/01/2025 - 1 hour per month/ during trading 6- 11/05/2025 - Sierra Ridge Advisor Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/01/2025 - 1 hour per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-08
  • S66 Uniform Combined State Law Examination
    2016-09-08
Other Names
  • Ryan G Bell

View on SEC IAPD

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