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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-02 |
| NE | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Bridgeport | NE | 08/2012 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Bridgeport | NE | 11/2012 | 07/2021 |
| Bridgeport Lions Club | Bridgeport | NE | 08/2015 | 07/2017 |
| Bridgeport Community Center Foundation | Bridgeport | NE | 01/2018 | 07/2021 |
| Kj Partners Llc | Lincoln | NE | 03/2018 | 07/2021 |
| City Of Bridgeport | Bridgeport | NE | 08/2018 | 07/2021 |
| Moba J Llc | Bridgeport | NE | 03/2021 | 07/2021 |
| Lpl Financial Llc | Bridgeport | NE | 07/2021 | Present |
1) 3/2018- KJ Partners LLC- Business Entity For Tax/Investment Purposes Only- non-inv. related- Lincoln, NE - 1hrs/mth 2) 2016- Benjamin Jacoby - Real Estate Rental- co-owner- inv. related- 902 L St Bridgeport, NE 69336- 1hr/mth 3) 2/24/2007- Jacoby Farms L.P.- limited partner - non-inv. realted- Bridgeport, NE- 0hrs/mth 4) 3/2021- MOBA J LLC- Business Entity For Tax/Investment Purposes Only- sole member- non-inv. related- Bridgeport, NE- 0hrs/mth 5) 01/25/2024 - Overland Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/24/2024 - 0 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-28 |
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