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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
410 Lexington Circle, Grand Island, NE 68803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Grand Island | NE | 06/2011 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Central City | NE | 06/2011 | 07/2021 |
| David Mettenbrink | Grand Island | NE | 06/2011 | 07/2021 |
| Jeremy Ringlein | Grand Island | NE | 06/2011 | 07/2021 |
| Jeff Halloran | Grand Island | NE | 06/2011 | 07/2021 |
| Employment Enterprises Inc | Manassas | VA | 06/2011 | 07/2021 |
| Lpl Financial Llc | Grand Island | NE | 07/2021 | Present |
1- 08/19/2021 - Flatwater Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/16/2020 2- 10/24/2024 - Flatwater Associates - Tax Prep/Accounting/CPA - Admin - Investment Related - At Reported Business Location(s) - Start Date 10/22/2024 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-11 |
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