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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-15 |
| NE | RA | APPROVED | 2022-10-28 |
Branch Locations
7148 Towne Center Pkwy, Papillion, NE 68046 • United States
17020 Evans Plaza, Omaha, NE 68116 • United States
7643 Cass St, Omaha, NE 68114 • United States
7710 Mercy Rd Ste 115, Omaha, NE 68124 • United States
9123 Bedford Ave, Omaha, NE 68134 • United States
1404 Broadway, Denison, IA 51442 • United States
2575 Dodge St, Omaha, NE 68131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walmart | Omaha | NE | 03/2013 | 07/2018 |
| Cobalt Credit Union | Omaha | NE | 02/2018 | Present |
| Lpl Financial Llc | Papillion | NE | 05/2021 | Present |
1)05/21/2021 - Cobalt Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 05/2021 2) 05/01/2025 - Cobal Credit Union - Investment Related - Financial Institution Duty - At Reported Business Location(s) - Start Date: 05/14/2025 - 5 Hrs/Mth - 5 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-02 |
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