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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-19 |
| NE | RA | APPROVED | 2024-07-31 |
Branch Locations
5960 Vandervoort Dr. Suite 100, Lincoln, NE 68516 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
5960 Vandervoort Dr.SUite 100, Lincoln, NE 68516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Advisor Network, Llc | Lincoln | NE | 02/2021 | 07/2024 |
| First National Bank Of Omaha | Lincoln | NE | 04/2006 | 03/2020 |
| Lpl Financial Llc | Lincoln | NE | 07/2024 | Present |
| Unemployed | Lincoln | NE | 04/2020 | 02/2021 |
1) 07/2024 - Perspective Planning Partners / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-16 |
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