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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-03-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Green Bay | WI | 04/2017 | 07/2019 |
| Unemployed | Green Bay | WI | 01/2017 | 04/2017 |
| Redbrick Health | Minneapolis | MN | 08/2015 | 01/2017 |
| Ameriprise Financial Services, Inc. | Green Bay | WI | 09/2019 | 03/2020 |
| Unemployed | Green Bay | WI | 08/2019 | 09/2019 |
| Ameriprise Financial Services, Llc | Green Bay | WI | 03/2020 | 03/2026 |
| Lpl Financial Llc | Green Bay | WI | 03/2026 | Present |
| Capital Credit Union | Green Bay | WI | 03/2026 | Present |
1. 03/2026 - First Choice Talent Agency - Other - Not Inv Related - 04 Hour(s)/Month - 00 Hour(s) During Trading - Green Bay, WI, 54301 - OBA Start Date: 01/01/2025 2. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Capital Investment Group - Inv Rel - At Reported Business Location (s) - Start Date : 03/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-13 |
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