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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Lincoln | NE | 08/2013 | 12/2016 |
| Unemployed | Lincoln | NE | 07/2016 | 04/2017 |
| Waddell & Reed Inc | Lincoln | NE | 04/2017 | 08/2017 |
| Waddell & Reed Inc | Omaha | NE | 08/2017 | 07/2021 |
| Joel Vlasnik | Lincoln | NE | 08/2017 | 04/2018 |
| Various Insurance Carriers For W & R Insurance Agencies | Lincoln | NE | 10/2017 | 07/2021 |
| Thomas Dolan Jr | Omaha | NE | 04/2018 | 07/2021 |
| Marc Cohen | Omaha | NE | 04/2018 | 07/2021 |
| Lpl Financial Llc | Omaha | NE | 07/2021 | Present |
1. 09/30/2022 - Rhythm Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 09/21/2022 - 160 Hours Per Month/120 Hours During Securities Trading 2. 10/27/2023 - Non-Variable Insurance - Insurance Agent - Investment Related - At Reported Business Location(s) - Start Date 11/01/2023 - 20 Hours Per Month/ 5 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-29 |
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