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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-02-03 |
Branch Locations
235 North Executive Dr Ste 200, Brookfield, WI 53005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Brookfiled | WI | 12/2015 | 03/2020 |
| Ameriprise Financial Services, Llc | Brookfield | WI | 03/2020 | 02/2026 |
| Lpl Financial Llc | Brookfield | WI | 02/2026 | Present |
1.01/2026 - Darla Miller - Notary - Inv Related - 1 Hour(s)/Month - 1 Hour(s) During Trading - Brookfield, WI, 53005 - OBA Start Date: 01/07/2024 2. 01/2026 - Forward Financial Partners - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 2/3/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-18 |
| S65 | Uniform Investment Adviser Law Examination | 1995-07-21 |
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