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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-04-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank | Omaha | NE | 08/1981 | 08/2019 |
| U.S. Bancorp Investments, Inc | Omaha | NE | 03/2008 | 08/2019 |
| Mml Investors Services, Llc | Omaha | NE | 05/2024 | 01/2025 |
| Massmutual Life Insurance Company | Omaha | NE | 05/2024 | 01/2025 |
| Bmo Bank N.A. | La Vista | NE | 05/2023 | 04/2024 |
| Retired | Council Bluffs | IA | 08/2019 | 05/2023 |
| Cobalt Credit Union | Papillion | NE | 03/2025 | Present |
| Lpl Financial Llc | Papillion | NE | 04/2025 | Present |
1- 04/17/2025 - Cobalt Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported business location(s) 2. 07/31/2025 - Legal Karma - Financial Institution Duty - Not Investment Related - At Reported business location(s) - Start date: 07/01/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-23 |
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