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Lori Brink

LPl Financial LLC

Madison, WI

Fort Collins, CO

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-09-14
  • WI RA
    APPROVED
    Since 2022-09-14

Branch Locations

5910 Mineral Point Road, Madison, WI 53705 • United States

Fort Collins, CO • 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
M Holdings Securities, Inc. Portland OR 09/2019 05/2020
Todd M. Mezrah & Associates Inc. Tampa FL 09/2019 02/2022
Harvard Pacific Tampa FL 09/2018 06/2019
South Tampa Properties Tampa FL 09/2017 09/2018
Colliers International Tampa FL 07/2014 09/2017
Cuna Mutual Group Waverly IA 03/2022 Present
Cuna Mutual Group Waverly IA 03/2022 Present
Lpl Financial Llc Tampa FL 05/2022 Present
  • 09/2019 → 05/2020
    M Holdings Securities, Inc.
    Portland, OR
  • 09/2019 → 02/2022
    Todd M. Mezrah & Associates Inc.
    Tampa, FL
  • 09/2018 → 06/2019
    Harvard Pacific
    Tampa, FL
  • 09/2017 → 09/2018
    South Tampa Properties
    Tampa, FL
  • 07/2014 → 09/2017
    Colliers International
    Tampa, FL
  • 03/2022 → Present
    Cuna Mutual Group
    Waverly, IA
  • 03/2022 → Present
    Cuna Mutual Group
    Waverly, IA
  • 05/2022 → Present
    Lpl Financial Llc
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-12
S63 Uniform Securities Agent State Law Examination 2020-05-21
  • S66 Uniform Combined State Law Examination
    2022-09-12
  • S63 Uniform Securities Agent State Law Examination
    2020-05-21

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
CLF ASSET MANAGEMENT, INC.
EAGLE STRATEGIES LLC
VALMARK ADVISERS, INC.
GREENPOINT ASSET MANAGEMENT V LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ASSOCIATED INVESTMENT SERVICES, INC.

Other Investors

KRISTY LYNN REED
Gavin Wishart
SEAN STEPHEN WAYNE
TRAVIS RICHARD HEISER
MICHAEL DONALD GANT
Renee Elizabeth Lucas
ORSAN M KHARBUSH
Matthew Miller

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
LPL ENTERPRISE, LLC · MADISON, WI
CLF ASSET MANAGEMENT, INC. · MADISON, WI
EAGLE STRATEGIES LLC · MADISON, WI
VALMARK ADVISERS, INC. · Madison, WI
GREENPOINT ASSET MANAGEMENT V LLC · MADISON, WI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MADISON, WI

More in Madison, WI

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