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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-29 |
| NE | RA | APPROVED | 2021-07-21 |
Branch Locations
2217 1St Ave, Kearney, NE 68847 • United States
507 Chief St, Benkelman, NE 69021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Public Schools | Lincoln | NE | 08/2015 | 07/2021 |
| Waddell & Reed Inc | Kearney | NE | 03/2016 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Kearney | NE | 05/2016 | 07/2021 |
| Strong Downey Group Inc | Kearney | NE | 01/2019 | 07/2021 |
| Young Professionals Network | Kearney | NE | 06/2020 | 07/2021 |
| Celtic Tribe Properties L.L.C. | Benkelman | NE | 12/2020 | 07/2021 |
| Lpl Financial Llc | Kearney | NE | 07/2021 | Present |
1) 1/2019 - Business Entity For Tax/Investment Purposes Only - Strong Downey Group Inc. - Not Investment Related - 99% - Kearney, NE 68847 2) 5/2021 - DBA for LPL Business (entity for LPL business) - Bluestone Wealth Advisors - Investment Related - Kearney, NE 68847 3) 04/28/2023 - Celtic Tribe Properties LLC - Investment Related - Benkelman, NE - Real Estate Rental - Member/Owner - Start Date 04/25/2023 - 3 Hours Per Month 4) 01/16/2025- Associates of Clifton Park- Non-Variable Insurance- INV Related- At Clifton Park, NY- Start date 01/13/2025- 3 Hours Per Month- 3 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-21 |
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