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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
803 5Th Street, Fairbury, NE 68352 • United States
8540 Executive Woods Dr Ste 100, Lincoln, NE 68512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Lincoln | NE | 06/2009 | 03/2017 |
| Union Bank & Trust | Lincoln | NE | 03/2017 | 08/2019 |
| Waddell & Reed Inc | Lincoln | NE | 07/2019 | 07/2021 |
| Nathan Rink | Lincoln | NE | 07/2019 | 07/2021 |
| Jason Rolf | Lincoln | NE | 07/2019 | 07/2021 |
| Nolan Rathe | Lincoln | NE | 07/2019 | 07/2021 |
| Rink & Rolf Inc. | Lincoln | NE | 08/2020 | 07/2021 |
| Lpl Financial Llc | Lincoln | NE | 07/2021 | Present |
1- 10/11/2023: A.V.E. WEALTH MANAGEMENT; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 10/27/2023; 0hrs/mo. during trading. 2- 10/11/2023: NJN Financial Group; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 10/27/2023; 160hrs/mo. during trading. 3- 04/29/2026 - Kechely Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/28/2026 - 10 hours per month/ 5 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-29 |
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