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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-19 |
| NE | RA | APPROVED | 2024-07-31 |
Branch Locations
5960 Vandervoort Dr.SUite 100, Lincoln, NE 68516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td | Omaha | NE | 05/2018 | 08/2019 |
| Mobile Instrument Inc | Sacramento | CA | 06/2017 | 08/2017 |
| Pine Lake Self Storage | Lincoln | NE | 04/2016 | 05/2017 |
| Wachal Mowing Service | Lincoln | NE | 04/2010 | 04/2018 |
| Thrivent Financial | Appleton | WI | 09/2019 | 10/2019 |
| Thrivent Investment Management Inc | Lincoln | NE | 10/2019 | 06/2020 |
| Thrivent Financial | Appleton | WI | 10/2019 | 06/2020 |
| Thrivent D/B/A Perspective Planning Partners | Lincoln | NE | 06/2020 | 07/2024 |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2020 | 07/2024 |
| Lpl Financial Llc | Lincoln | NE | 07/2024 | Present |
1) 07/2024 - 5498, LLC / Non-Variable Insurance / Inv. Related / Lincoln, NE / Start date 07/29/2024 - 8 Hrs per month - 8 % Time Spent 2) 07/2024 - Perspective Planning Partners / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-19 |
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