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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-05 |
| OH | RA | APPROVED | 2026-02-04 |
Branch Locations
4401 Rockside Rd. Suite 201, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Woodmere | OH | 08/1992 | 03/2020 |
| Ameriprise Financial Services, Llc | Independence | OH | 03/2020 | 02/2026 |
| Lpl Financial Llc | Independence | OH | 02/2026 | Present |
1. 01/2026 - Financial Design Group Inc - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 160 Hrs During Trading - OBA Start date: 02/03/2026 2. 01/2026 - Financial Design Group Inc - Non-Variable Insurance - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 160 Hrs During Trading - OBA Start date: 02/01/2026 3. 01/2026 - JLJ Consulting - Business Entity For Tax/Investment Purposes Only - Investment related - Independence OH 44131 - 09 Hrs/Mth - 09 Hrs During Trading - OBA Start date: 01/10/2018 4. 01/2026 - The Jimmy Jack Band - Artist/ Musician - Investment related - Independence OH 44131 - 19 Hrs/Mth - 00 Hrs During Trading - OBA Start date: 09/04/2018
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-09-04 |
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