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Rebekah Renee Von Berg

LPl Financial LLC

Colorado Springs, CO

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2019-06-03
  • CO RA
    APPROVED
    Since 2019-06-03

Branch Locations

4783 Farmingdale Dr Ste 245, Colorado Springs, CO 80918 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed, Inc. Colorado Springs CO 06/2005 05/2019
Various Insurance Carriers Of W&R Insurance Agencies Colorado Springs CO 11/2005 05/2019
R G Von Berg Llc Colorado Springs CO 03/2016 Present
Lpl Colorado Springs CO 05/2019 Present
  • 06/2005 → 05/2019
    Waddell & Reed, Inc.
    Colorado Springs, CO
  • 11/2005 → 05/2019
    Various Insurance Carriers Of W&R Insurance Agencies
    Colorado Springs, CO
  • 03/2016 → Present
    R G Von Berg Llc
    Colorado Springs, CO
  • 05/2019 → Present
    Lpl
    Colorado Springs, CO
Previous Registrations
  • 2005-10-12 → 2019-06-06
    Waddell & Reed
    Colorado Springs, CO
    Colorado Springs, CO
    Pueblo, CO
    Colorado Springs, CO
    Las Vegas, NV
    Colorado Springs, CO
Other Businesses

1)2005 - Non-Variable Insurance - REBEKAH VON BERG - 10HRS/MO DURING TRADING - INVESTMENT RELATED - COLORADO SPRINGS, CO 80918 2)03/2019 - DBA for LPL Business (entity for LPL business) - Concerto Financial Partners - 100% - INVESTMENT RELATED - COLORADO SPRINGS, CO 80918 3)2017 - Other-Husbands company silent partner name llc - Colorado Springs Cryo Therapy LLC - 0% - NOT INVESTMENT RELATED - COLORADO SPRINGS, CO 80920 4)2015 - Business Entity For Tax/Investment Purposes Only - R G Von Berg LLC - 0% - INVESTMENT RELATED - COLORADO SPRINGS, CO 80918 5)4/8/2021 - SILAC Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 3/31/2021 - 1 Hours Per Month/1 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-10-11
  • S66 Uniform Combined State Law Examination
    2005-10-11
Other Names
  • Rebekah Renee Perkins
  • Rebekah Renee Tylich
  • Rebekah Tylich

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