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Timothy Vincent White

LPl Financial LLC

Omaha, NE

Omaha, NE

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-01
KS RA APPROVED 2021-07-21
MI RA APPROVED 2021-07-21
MO RA APPROVED 2021-07-21
NE RA APPROVED 2021-07-21
  • TX RA
    APPROVED
    Since 2025-04-01
  • KS RA
    APPROVED
    Since 2021-07-21
  • MI RA
    APPROVED
    Since 2021-07-21
  • MO RA
    APPROVED
    Since 2021-07-21
  • NE RA
    APPROVED
    Since 2021-07-21

Branch Locations

444 Regency Parkway Dr Ste 102, Omaha, NE 68114 • United States

Omaha, NE • 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. Omaha NE 06/2009 07/2021
Various Insurance Carriers For W&R Insurance Agencies Omaha NE 06/2009 07/2021
Fopl Omaha NE 12/2009 07/2021
Magyar, Llc Omaha NE 01/2018 07/2021
Lpl Financial Llc Omaha NE 07/2021 Present
  • 06/2009 → 07/2021
    Waddell & Reed, Inc.
    Omaha, NE
  • 06/2009 → 07/2021
    Various Insurance Carriers For W&R Insurance Agencies
    Omaha, NE
  • 12/2009 → 07/2021
    Fopl
    Omaha, NE
  • 01/2018 → 07/2021
    Magyar, Llc
    Omaha, NE
  • 07/2021 → Present
    Lpl Financial Llc
    Omaha, NE
Previous Registrations
  • 2009-07-17 → 2021-07-21
    Waddell & Reed
    Omaha, NE
    Savage, MN
    Omaha, NE
  • 2002-10-03 → 2009-07-13
    Smith Hayes Advisers Inc
    Omaha, NE
    Lincoln, NE
Other Businesses

1- 07/2021 / Navist Group LLC / DBA for LPL Business (entity for LPL business) / Investment Related / OMAHA, Nebraska

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-12-16
S63 Uniform Securities Agent State Law Examination 1991-01-29
  • S65 Uniform Investment Adviser Law Examination
    2014-12-16
  • S63 Uniform Securities Agent State Law Examination
    1991-01-29
Other Names
  • Timothy V White
  • Tim White
  • Timothy White

View on SEC IAPD

Other Firms

EQUITABLE ADVISORS, LLC
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
PFS INVESTMENTS INC.
HILEY HUNT WEALTH MANAGEMENT, INC.
INTEGRITY ALLIANCE, LLC.

Other Investors

SCOTT ALLEN SLADOVNIK
MARK ALLEN LUDWIG
Nathaniel Phillip Beam
ERIK R. ADEN
KYLEE LIN SIMON
Jack Edward Wolfgram
Bradley Thomas Kenyon
PAUL PATRICK KEATTS

Other Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
PFS INVESTMENTS INC. · Omaha, NE

More in Omaha, NE

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