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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 |
|---|---|---|---|---|
| Practice Max | Lincoln | NE | 04/2009 | 07/2017 |
| Waddell & Reed Inc | Lincoln | NE | 06/2015 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Lincoln | NE | 09/2015 | 07/2021 |
| Uber | Lincoln | NE | 07/2016 | 08/2018 |
| World Ventures | Plano | TX | 07/2013 | 11/2016 |
| Phyllis Webb | Lincoln | NE | 05/2017 | 07/2021 |
| Bni Of The Heartland | Elkhorn | NE | 10/2017 | 07/2018 |
| Christ Lutheran Church | Lincoln | NE | 01/2018 | 07/2021 |
| Center Sphere | Eklhorn | NE | 08/2018 | 07/2021 |
| Step By Step, Llc | Lincoln | NE | 01/2019 | 07/2021 |
| Lpl Financial Llc | Lincoln | NE | 07/2021 | Present |
1)07/09/2021 - Step By Step, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 06/2021 2)07/09/2021 - Notary Public - State of NE - Inv Rel - Start: 10/2020 - 1 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-28 |
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