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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-06-04 |
| TX | RA | APPROVED_RES | 2026-06-03 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
Minnetonka, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Eden Prairie | MN | 08/2009 | 03/2020 |
| Lpl Financial Llc | St Paul | MN | 06/2026 | Present |
| Ameriprise Financial Services, Llc | Minnetonka | MN | 03/2020 | 06/2026 |
1. 05/2026 - Foresight Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 40 Hour(s) During Trading – Eden Prairie MN 55347 – OBA Start Date: 6/2/2026 2. 05/2026 - MB Holdings, LLC - Business Entity For Tax/Investment Purposes Only - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – Eden Prairie MN 55347 – OBA Start Date: 06/29/2025 3. 05/2026 - Matthew Beck - Artist/ Musician - Not Inv Related – 1 Hour(s)/Month – 1 Hour(s) During Trading – Eden Prairie MN 55347 – OBA Start Date: 01/01/2016
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-26 |
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