Best Investors
Account
Sign in
Best Investors
Account
Sign in
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
8525 Executive Woods Dr Ste 500, Lincoln, NE 68512 • United States
1302 Linden Ave, Crete, NE 68333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Lincoln | NE | 07/2012 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Lincoln | NE | 12/2012 | 07/2021 |
| Phyllis E Webb | Lincoln | NE | 01/2016 | 07/2021 |
| Step By Step Llc | Lincoln | NE | 01/2016 | 07/2021 |
| Uber Technologies Inc | San Francisco | CA | 07/2017 | 07/2021 |
| Bni Of The Heartland | Elkhorn | NE | 10/2018 | 07/2021 |
| Lpl Financial Llc | Lincoln | NE | 07/2021 | Present |
1) 6/1/2021 - Step By Step Planners / DBA for LPL Business (entity for LPL business) / Investment Related / 0HR / MO / 8525 Executive Woods Dr. Ste. 500, Lincoln, NE 68512
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-10 |
Reach out to this advisor