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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-29 |
| NE | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Fairbury | NE | 10/1995 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Fairbury | NE | 11/1995 | 07/2021 |
| Holliday Planning Llc | Fairbury | NE | 01/2012 | 07/2021 |
| Hope Crisis Center | Fairbury | NE | 10/2020 | 07/2021 |
| Lpl Financial Llc | Fairbury | NE | 07/2021 | Present |
1. 1/1/2012/Holliday Planning LLC/Business Entity For Tax/Investment Purposes Only/Investment Related/5 HRS/MO/Fairbury, NE 2. 5/1/2021/Holliday Planning LLC/AVE Wealth Management/DBA for LPL Business (entity for LPL business)/0 HRS/MO/Fairbury, NE 3. 1/1/1996/N/A/Michelle Holliday/Non-Variable Insurance/Investment Related/5 HRS/MO/Fairbury, NE 4. 10/11/2023 - NJN Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/27/2023 - 160 Hours Per Month/ During Trading 5. 12/01/2023 - Real Estate Rental - Owner - Investment Related - Home Based - Start Date 11/01/2023 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-21 |
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