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Detailed Report
SHERWOOD CHARLES FORMAN
SHERWOOD FORMAN
CRD#: 6393632
IA
Investment Adviser
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Previous Broker
LIFESPAN FINANCIAL STRATEGIES, INC.CRD#: 119800 1655 NORTH COMMERCE PARKWAY
SUITE 203
WESTON, FL 33326
Registration History
2017201820192020202120222023202420252026IALIFESPAN FINANCIAL STRATEGIES,... (CRD# 119800)2018 - Present (7 years)BLPL FINANCIAL LLC (CRD# 6413)2017 - 2020 (3 years)
License(s)

State Registrations

IA
Florida 3/14/2018
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North Carolina 10/19/2023
Current Registration(s)
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LIFESPAN FINANCIAL STRATEGIES, INC. (CRD#:119800)
1655 NORTH COMMERCE PARKWAY SUITE 203, WESTON, FL 33326
Registered with this firm since 3/14/2018
Previous Registration(s)
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 11/08/2017 - 12/15/2020 LPL FINANCIAL LLC (CRD#:6413) WESTON, FL
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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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.
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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.