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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-06-06 |
| TX | RA | APPROVED_RES | 2023-06-06 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
300 N 44Th St. Suite101, Lincoln, NE 68503 • United States
300 N 44Th St Ste 202, Lincoln, NE 68503-3415 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Lincoln | NE | 10/2010 | 06/2023 |
| Lpl Financial Llc | Lincoln | NE | 06/2023 | Present |
1) 5/2023 - Midwest Choice Financial / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 5/2023 - Notary / Investment Related / Lincoln, NE / Start date 06/08/2023 - 3) 5/2023 - Fox Financial. Inc. / Business Entity For Tax/Investment Purposes Only / Not Investment Related / Lincoln, NE / Start date 06/05/2023 - 80 Hrs per month 4) 5/2023 - Non-Variable Insurance / Investment Related / Lincoln, NE / Start date 06/05/2023 - 5) 5/2023 - No Drinking on Ground LLC / Not Investment Related / Lincoln, NE - Start date 06/05/2023 - 25 Hrs per month 6) 5/2023 - Musentpro LLC / Not Investment Related / Lincoln, NE / Start date 06/05/2023 - 20 Hrs per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-26 |
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