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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-03-11 |
| FL | RA | APPROVED | 2026-03-10 |
| TX | RA | APPROVED | 2026-03-06 |
Branch Locations
2655 Warrenville Road, Ste 110, Downers Grove, IL 60515 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Downers Grove | IL | 09/2011 | 03/2020 |
| Ameriprise Financial Services, Llc | Schaumburg | IL | 03/2020 | 03/2026 |
| Lpl Financial Llc | Indian Rocks Beach | FL | 03/2026 | Present |
1.03/06/2026; Rental; Real Estate Rental; Investment Related; Long Beach Township,NJ; Start Date 01/02/2018; 5hrs/mth; 0hrs during trading 2.03/06/2026; Matt Tomich; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 09/02/2011; 5hrs/mth; 5hrs during trading 3.05/08/2026; 17W Cleveland; Real Estate Rental; Investment Related; Beach Haven,NJ; Start Date 01/05/2017; 1hrs/mth; 0hrs during trading 4.08/03/2026; Compass Health; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 08/03/2026; 15hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-18 |
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