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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-07-22 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
8525 Executive Woods Dr Ste 400, Lincoln, NE 68512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jeremy Kester | Lincoln | NE | 05/2021 | Present |
| Waddell & Reed, Inc | Lincoln | NE | 05/2021 | Present |
| Waddell & Reed, Inc | Lincoln | NE | 11/2018 | 05/2021 |
| Kj Partners | Lincoln | NE | 11/2018 | 05/2021 |
| Culvers | Lake Zurich | IL | 07/2014 | 11/2018 |
| Lpl Financial Llc | Lincoln | NE | 07/2021 | Present |
1) 01/29/2024 - Overland Wealth - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 1/11/2024 - 0 Hrs/Mo.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-19 |
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