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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
14909 Washington Avenue, Union Grove, WI 53182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | Union Grove | WI | 04/2010 | 03/2020 |
| Sheridan Lanes | Kenosha | WI | 07/2012 | 02/2019 |
| Ameriprise Financial Services, Llc | Union Grove | WI | 03/2020 | 02/2026 |
| Lpl Financial Llc | Union Grove | WI | 02/2026 | Present |
1. 01/2026 - Forward Financial Partners - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 5 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 02/03/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-17 |
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