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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 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 | 11/2014 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Lincoln | NE | 05/2015 | 07/2021 |
| Lincoln Independent Business Association | Lincoln | NE | 06/2016 | 11/2016 |
| Partnership For A Healthy Lincoln | Lincoln | NE | 09/2015 | 12/2017 |
| Lincoln Human Resources Management Association | Lincoln | NE | 10/2015 | 12/2017 |
| Joel Vlasnik | Lincoln | NE | 01/2017 | 07/2021 |
| Choice Management Llc | Lincoln | NE | 01/2017 | 07/2021 |
| Nebraska Safety Council, Inc. | Lincoln | NE | 05/2017 | 05/2019 |
| Workwell | Lincoln | NE | 04/2018 | 07/2021 |
| Premier Concessions | Lincoln | NE | 05/2019 | 07/2021 |
| Lpl Financial Llc | Lincoln | NE | 07/2021 | Present |
1- 05/2019 / Outside/W-2 Employment / 5 HR MNTH / Lincoln, NE 68503 2- 04/2021 / POA for Mother / Act in a Fiduciary Capacity / 2 HR MNTH / Lincoln, NE 68510 3- 04/2018 / WorkWell / Outside/W-2 Employment / Lincoln, NE 68504 4- 09/15/2022 - Step by Step Planners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 09/01/2022 - 40 Hours Per Month/40 Hours During Securities Trading 5- 07/21/2023 - Premier Catering - Not Investment Related - Memorial Stadium/ Pinnacle Bank Arena - Outside/W-2 Employment - Concession - Start Date 08/25/2023 - 32 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-23 |
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