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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-07-16 |
Branch Locations
13057 W. Center Rd. Suite 12, Omaha, NE 68144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moylan Kropp | Omaha | NE | 02/2021 | 01/2025 |
| Securities America, Inc. | Omaha | NE | 02/2022 | 06/2024 |
| Applied Underwriters | Omaha | NE | 02/2020 | 02/2021 |
| Baldwin Filters | Kearney | NE | 07/2019 | 01/2020 |
| Walgreens | Kearney | NE | 08/2016 | 08/2019 |
| Securities America Advisors | Omaha | NE | 07/2022 | 06/2024 |
| Osaic Wealth, Inc. | Omaha | NE | 06/2024 | 01/2025 |
| Osaic Wealth, Inc. | Omaha | NE | 06/2024 | 01/2025 |
| Guardian Life Insurance Company | Omaha | NE | 01/2025 | 07/2026 |
| Park Avenue Securities | Omaha | NE | 01/2025 | 07/2026 |
| Lpl Enterprise Llc | Omaha | NE | 07/2026 | Present |
| H&R Block | Omaha | NE | 01/2026 | Present |
| Gjc Insurance | Omaha | NE | 01/2024 | Present |
1. 07/08/2026 - Gerardo Castillo N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Omaha, NE – Inv Related – OBA Start Date: 07/07/2026 – 160 Hour(s)/Month – 160 Hour(s) During 2. 07/08/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Omaha, NE – Inv Related – OBA Start Date: 07/07/2026 – 160 Hour(s)/Month – 160 Hour(s) During 3. 07/08/2026 - H&R Block - Outside/W-2 Employment - Omaha, NE – Not Inv Related – OBA Start Date: 01/01/2026 – 4 Hour(s)/Month – 0 Hour(s) During 4. 07/08/2026 - Midwest ChargerGOGO - Business Owner - Omaha, NE – Not Inv Related – OBA Start Date: 09/01/2025 – 5 Hour(s)/Month – 0 Hour(s) During 5. 07/08/2026 - GJC Insurance - Non-Variable Insurance - Omaha, NE – Inv Related – OBA Start Date: 01/01/2024 – 10 Hour(s)/Month – 10 Hour(s) During
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-06 |
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