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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2020-01-16 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcdonald Enterprises, Inc | Omaha | NE | 01/1996 | Present |
| Securities America, Inc. | Omaha | NE | 02/1999 | 01/2020 |
| Securities America Advisors, Inc. | Omaha | NE | 08/1999 | 01/2020 |
| Methodist Hospital | Omaha | NE | 12/2018 | Present |
| Lpl Financial Llc | Omaha | NE | 01/2020 | Present |
1)1/15/2020- MCDONALD ENTERPRISES- Non-Variable Insurance- Agent for LTC, Term Life - Inv. Related- Omaha, NE- 8hrs/mth -2% 2) 6/17/2020 - JFC Advisor Network - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/16/2020 - 160 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-24 |
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