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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-03 |
| NE | RA | APPROVED | 2023-03-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Omaha | NE | 09/2014 | 03/2023 |
| Lpl Financial | Omaha | NE | 03/2023 | Present |
1) 03/27/2023- Egermier Wealth Management Group - DBA for LPL Business (entity for LPL business)- inv. related- 15606 Elm St #103 Omaha, NE 68130, - Start Date: 03/14/2023 - Registered Rep, 160 / mo 40/ week Registered Rep duties via the DBA of Egermier Wealth Management Group
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-04 |
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