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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-09-16 |
| TX | RA | APPROVED_RES | 2025-09-10 |
Branch Locations
2535 N. Carleton Ave, Suite A, Grand Island, NE 68803 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meier & Kaspar, Llc | Grand Island | NE | 01/2009 | 03/2021 |
| Allen Capital Group | Grand Island | NE | 12/2015 | 10/2023 |
| Vpg, Llc | Grand Island | NE | 10/2015 | Present |
| Lpl Financial Llc | Grand Island | NE | 09/2025 | Present |
1)07/25/2025 - Frank Financial Concepts, INC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)07/25/2025 - Cook Investments, LLC - Business Entity For Tax/Investment Purposes Only - Inv Rel - At Reported Business Location(s) 3)07/25/2025 - VPG LLC - Business Entity For Tax/Investment Purposes Only - Inv Rel - At Reported Business Location(s) 4)07/25/2025 - Cook Investments, LLC - Real Estate Rental - Owner - Inv Rel - Grand Island, NE - Start: 08/2016 - 1 Hr/Mth 5)07/25/2025 - 2535A, LLC - Real Estate Rental - Owner - Inv Rel - Grand Island, NE - Start: 10/2023 - 5 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-08 |
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