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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-10-03 |
| TX | RA | APPROVED_RES | 2022-10-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vsr Financial Services Inc | Overland Pk | KS | 09/2002 | 09/2016 |
| Vsr Advisory Services | Overland Park | KS | 08/2007 | 09/2016 |
| Masinmisko | Lincoln | NE | 09/2002 | Present |
| Summit Brokerage Services, Inc. | Lincoln | NE | 09/2016 | 11/2016 |
| Summit Financial Group Inc | Boca Raton | FL | 09/2016 | 11/2016 |
| Securities America, Inc. | Lincoln | NE | 11/2016 | 09/2022 |
| Wealthplan Partners Inc Dba Masin Misko | Lincoln | NE | 11/2016 | 09/2022 |
| Wealthplan Partners Llc Dba Masinmisko | Omaha | NE | 01/2020 | 09/2022 |
| Lpl Financial Llc | Lincoln | NE | 09/2022 | Present |
1) 09/30/2022 - Summit Developments, LLC- Business Entity For Tax/Investment Purposes Only- co-owner - inv. related- Lincoln, NE - start date 11/18/2003- 5hrs/mth 2) 09/30/2022 - MasinMisko Inc.- DBA for LPL Business (entity for LPL business)- inv. related- Lincoln, NE 3) 09/30/2022 - Summit Developments, LLC- Real Estate Rental- co-owner- inv. related- 4827 Pioneers Blvd., Lincoln, NE 68506- start dat 11/18/2003- 5hrs/mth 4) 09/30/2022- MasinMisko, Inc.- Non-Variable Insurance- inv. related- Lincoln, NE- start date 11/6/2003- 10hrs/mth 5) 09/05/2024 - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 10/03/2022 - 1 Hour Per Month/ 0 Hours During Trading 6) 09/06/2024 - MasinMisko - Insurance Agency - Licensed Insurance Agent - Investment Related - At Reported Business Location(s) - Start Date 10/03/2022 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-26 |
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