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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-07 |
| NE | RA | APPROVED | 2022-01-19 |
Branch Locations
4131 Pioneer Woods Dr Ste 103, Lincoln, NE 68506 • United States
4131 Pioneer Woods Dr Ste 103, Lincoln, NE 68506 • 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 |
|---|---|---|---|---|
| D.A. Davidson & Co. | Lincoln | NE | 06/2009 | 01/2022 |
| Lpl Financial, Llc | Lincoln | NE | 01/2022 | Present |
1) 10/2021 - DBA for LPL Business (entity for LPL business) - Lau Financial Group - Investment Related - 100% - Lincoln, NE 68506 2) 10/2014 - Other (Family Land Ownership) - Royce M Kreitman Family LLC - Not Investment Related - 1% - Eagle NE 68347 3) 7/2005 - Notary - Jo Kreitman - Investment Related - Lincoln, NE 68506
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-18 |
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