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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-04-22 |
Branch Locations
7160 S. 29Th Street Ste 5, Lincoln, NE 68516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Insurance Group | Omaha | NE | 04/2020 | 03/2021 |
| American Reliable Insurance Company | Omaha | NE | 04/2017 | 04/2020 |
| State Farm Insurance | Lincoln | NE | 09/2004 | 04/2017 |
| Self Employed | Omaha | NE | 03/2021 | 07/2021 |
| Lpl Financial Llc | Lincoln | NE | 07/2021 | Present |
1) 3/2022- Ferris Financial Group- DBA for LPL Business (entity for LPL business)- inv. related- Lincoln, NE 2) 3/2022- Rawlings Tigers Omaha- Non-Profit Board Member- non inv. related- 6009 S 195th St, Omaha Ne 68135- start date 10/2021- 1hrs/mth 3) 3/2022- SCHMIDT BUSINESS VENTURES LLC- Real Estate Rental- co-owner- inv. related- 6009 S 195th st, Omaha ne 68135- start date 2/2018- 0hrs/mth 4) 3/2022- NEW MMDDJ Holdings LLC- Real Estate Rental- co-owner- inv. related- 6009 S 195th st, Omaha ne 68135- start date 3/2021- 0hrs/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-21 |
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