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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2019-06-03 |
Branch Locations
4783 Farmingdale Dr Ste 245, Colorado Springs, CO 80918 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-11 |
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