Investment Adviser Public Disclosure SECNASAASECNASAASECNASAA
  • Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
< Back to Results
Detailed Report
RYAN JOSEPH BOYD
CRD#: 6070053
IA
Investment Adviser
B
Broker
LPL FINANCIAL LLCCRD#: 6413 298 SOUTH GRAND AVE SUITE 110
SUN PRAIRIE, WI 53590
Registration History
201320142015201620172018201920202021202220232024202520262 FIRMS2013 - 2016 (2 years)2 FIRMS2016 - 2018 (2 years)2 FIRMS2019 - Present (5 years)
License(s)

State Registrations

B
Kansas 12/19/2023
B
Virginia 2/15/2024
B
Minnesota 10/25/2019
B
Washington 2/1/2025
B
Texas 10/25/2019
B
Wisconsin 7/1/2019
IA
Texas 2/4/2025
IA
Wisconsin 7/1/2019

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
LPL FINANCIAL LLC (CRD#:6413)
298 SOUTH GRAND AVE SUITE 110, SUN PRAIRIE, WI 53590
662 STATE ST., MADISON, WI 53703
Registered with this firm since 7/1/2019
B
LPL FINANCIAL LLC (CRD#:6413)
298 SOUTH GRAND AVE SUITE 110, SUN PRAIRIE, WI 53590
662 STATE ST., MADISON, WI 53703
Registered with this firm since 7/1/2019
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 05/18/2016 - 11/08/2018 CUNA BROKERAGE SERVICES, INC. (CRD#:13941) MADISON, WI
B
 05/18/2016 - 11/08/2018 CUNA BROKERAGE SERVICES, INC. (CRD#:13941) MADISON, WI
IA
 05/31/2013 - 04/13/2016 MORGAN STANLEY (CRD#:149777) MADISON, WI
B
 05/03/2013 - 04/13/2016 MORGAN STANLEY (CRD#:149777) MADISON, WI
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.