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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-29 |
| NE | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Atkinson | NE | 03/2005 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Atkinson | NE | 05/2005 | 07/2021 |
| Bluecross Blueshield Of Nebraska | Omaha | NE | 02/2010 | Present |
| Coventry Health Insurance | Omaha | NE | 09/2010 | 12/2020 |
| Countryside Insurance Agency | Grant | NE | 01/2012 | Present |
| West Holt Memorial Hospital Foundation Board | Atkinson | NE | 06/2011 | 10/2017 |
| Garwood Ranch | Atkinson | NE | 04/2013 | Present |
| Mj Equipment | Atkinson | NE | 10/2014 | Present |
| Miles Garwood Notary | Atkinson | NE | 06/2013 | 09/2022 |
| Compro | Lincoln | NE | 10/2019 | Present |
| Miles Garwood, Inc. | Atkinson | NE | 12/2017 | Present |
| Lpl Financial, Llc | Atkinson | NE | 07/2021 | Present |
1) 12/2017 - MILES GARWOOD, INC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 0HR / MO / ATKINSON Nebraska 2) 02/2010 - COUNTRYSIDE INSURANCE AGENCY / Other / Investment Related / 12 HR / MO / ATKINSONNebraska 3) 04/2013 - GARWOOD RANCH / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 0HR / MO / 103 N Hill St, Atkinson , NE, 68713 4) 10/2014 - MJ EQUIPMENT LLC / Other / Not Investment Related / 0HR / MO / 103 N Hill St, Atkinson , NE, 68713 5) 10/2019 - COMPRO FIXED INSURANCE / Investment Related / 20HR / MO / LINCOLNNebraska 6) 08/04/2021 - Crump / Non-Variable Insurance / Investment Related / 5HR / MO / 1% / 47609 876th Rd, Atkinson, NE 68713 7) 08/04/2021 - Associates of Clifton Park / Non-Variable Insurance / Investment Related / 5HR / MO / 1% / 47609 87th Rd, Atkinson, NE 68713 8) 05/2005 - MILES GARWOOD / Non-Variable Insurance / Investment Related / 0HR / MO / ATKINSON, Nebraska 9) 01/25/2024 - Real Estate Rental - Stephenville, TX - Investment Related - Start Date 01/01/2024 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-09 |
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