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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-10-03 |
| TX | RA | APPROVED_RES | 2022-10-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vsr Financial Services, Inc. | Overland Park | KS | 06/2003 | 09/2016 |
| Vsr Advisory Services, Inc. | Overland Park | KS | 08/2007 | 09/2016 |
| Bkt Management Company | Lincoln | NE | 05/2008 | 09/2022 |
| Valco, Inc. | Comstock | NE | 04/2007 | 09/2022 |
| Summit Development Company | Lincoln | NE | 11/2003 | Present |
| Summit Brokerage Services, Inc. | Lincoln | NE | 09/2016 | 11/2016 |
| Summit Financial Group Inc | Boca Raton | FL | 09/2016 | 11/2016 |
| Securities America, Inc. | Lincoln | NE | 11/2016 | 09/2022 |
| Wealthplan Partners | Lincoln | NE | 11/2016 | 09/2022 |
| Lpl Financial Llc | Lincoln | NE | 09/2022 | Present |
1. 11/01/2013 - SUMMIT DEVELOPMENT, LLC/ BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY/ NOT INVESTMENT RELATED/ 5%/ LINCOLN, NE 2. 11/01/2003 - MASINMISKO/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 100%/ LINCOLN, NE 3. 11/01/2003 - MASINMISKO/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 10%/ LINCOLN, NE 4. 11/01/2003 - SUMMIT DEVELOPMENT, LLC/ REAL ESTATE RENTAL/ INVESTMENT RELATED/ 5%/ 4827 PIONEERS BLVD, LINCOLN, NE 68506 5. 09/06/2024 - MasinMisko - Insurance Agency - Agent - Investment Related - At Reported Business Location(s) - Start Date 10/03/2022 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-03 |
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