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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-07-21 |
| CO | RA | APPROVED | 2021-07-21 |
| FL | RA | APPROVED | 2021-07-21 |
| IA | RA | APPROVED | 2021-07-21 |
| MN | RA | APPROVED | 2021-07-21 |
| MO | RA | APPROVED | 2021-07-21 |
| NE | RA | APPROVED | 2021-07-21 |
| NV | RA | APPROVED | 2021-07-21 |
| NM | RA | APPROVED | 2021-07-21 |
| NC | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heyen Tax & Accounting | Milford | NE | 02/2005 | 07/2021 |
| Waddell & Reed, Inc. | Milford | NE | 03/2012 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Pleasant Dale | NE | 06/2012 | 07/2021 |
| Kiwanis Club Of Milford | Milford | NE | 10/2013 | 07/2021 |
| Team Milford Llc | Milford | NE | 03/2017 | 07/2021 |
| Milford Wrestling Club | Milford | NE | 08/2017 | 07/2021 |
| Matthew Sample-General Notary Public | Milford | NE | 09/2004 | 07/2021 |
| Lpl Financial Llc | Milford | NE | 07/2021 | Present |
1. 03/2017/Matthew Sample/Team Milford LLC/DBA for LPL Business (entity for LPL business)/Investment Related/Milford, NE/0 HRS/MO 2. 02/2005/Heyen Tax & Accounting/Tax Prep/Accounting/CPA/Investment Related/Milford, NE/0 HRS/MO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-30 |
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