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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2020-04-03 |
| TX | RA | APPROVED | 2020-04-01 |
Branch Locations
732 Diers Ave, Grand Island, NE 68803 • United States
9060 Andermatt Dr Ste 101, Lincoln, NE 68526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Lincoln | NE | 07/2006 | 03/2020 |
| Securiites America Advisors, Inc | Lincoln | NE | 07/2006 | 03/2020 |
| Jfc Financial Services | Lincoln | NE | 08/2006 | 04/2020 |
| Svehla Properties, Llc | Omaha | NE | 11/2010 | 04/2020 |
| Troop 22 Treasurer | Lincoln | NE | 06/2014 | 04/2020 |
| Premier Trust | Lincoln | NE | 04/2015 | Present |
| Lpl Financial Llc | Lincoln | NE | 04/2020 | Present |
1. 4/30/2020 - JFC Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 06/18/2024 - Vanbridge and Borden Hamman - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started: 9/1/2022 - 5 Hrs/Mo During Trading. 3. 08/21/2024 - SVEHLA PROPERTIES, LLC - Other - Recreational Real Estate with Rental Income - VP, secretary - Investment Related - Blair and Lincoln, NE - Start Date 02/18/2021 - 2 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-31 |
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