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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
139 S Main St Ste 200, West Point, NE 68788 • United States
14301 Fnb Pkwy Ste 215, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Omaha | NE | 10/2002 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Elkhorn | NE | 03/2003 | 07/2021 |
| The Expanse Team Llc | Elkhorn | NE | 08/2010 | 07/2021 |
| Edge Technologies, Llc. | Elkhorn | NE | 09/2011 | 07/2021 |
| Gms Benefits Inc | Omaha | NE | 08/2016 | 07/2021 |
| Expanse Wealth Management (Dba) | Omaha | NE | 09/2017 | 07/2021 |
| Expanse Holdings, Llc | Omaha | NE | 10/2018 | 07/2021 |
| Lpl Financial Llc | Omaha | NE | 07/2021 | Present |
1-08/06/2021-The Expanse Team INC/Business Entity For Tax/Investment Purposes Only/Not Investment Related/0%/21200 Brentwood Rd., Elkhorn , NE, , 68022 - Start date: 10/2009 2-08/06/2021-Expanse Wealth Management/DBA for LPL Business (entity for LPL business)/Investment Related/0%/21200 Brentwood Rd., Elkhorn , NE, , 68022 - Start date: 8/2017 2-08/06/2021 - Edge Technologies, LLC/OTHER/Not Investment Related/0%/21200 Brentwood Rd., Elkhorn , NE, , 68022 - start date: 9/2011 4-08/06/2021-Expanse Wealth Management, LLC/Business Entity For Tax/Investment Purposes Only/Not Investment Related/0%/21200 Brentwood Rd., Elkhorn , NE, , 68022 - Start date:8/2017 5-08/06/2021-GMS Benefits, Inc/Non-Variable Insurance/Investment Related/0%/17445 Arbor Street, Suite 200, Omaha , NE, , 68130, - Start date:7/2016 6-04/05/2022 - Expanse Risk Management, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 11/11/2021 - 10 Hours Per Month/10 Hours During Securities Trading. 7- 04/26/2022- Expanse Risk Management - Investment Related - At Reported Business Location(s) - Insurance Agency - Sole Owner - Start Date - 11/11/2021 - 10 Hours Per Month/ 10 Hours During Securities Trading 8- 03/12/2024 - Expanse Holdings, LLC - Inv Related - West Point, NE - Real Estate Rental - Started: 8/6/2021 - 10 Hrs/Mo; 0 Hr During Trading. 9- 12/05/2024 - West Point Brewing Co., LLC - Non-Investment Related - West Point, NE - Other - Tap Room & Event Space - Owner / Managing Member - Start Date 07/01/2022 - 10 Hours Per Month/ 0 Hours During Securities Trading 10. 10/10/2025 - Expanse Tax & Accounting - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start date: 10/1/2025 - 8 Hours Per Month/ 04 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-25 |
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