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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-08-13 |
| TX | RA | APPROVED | 2024-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | Omaha | NE | 03/2004 | 06/2024 |
| Securities America Advisors, Inc. | Omaha | NE | 03/2004 | 06/2024 |
| Wynn Fortner | Omaha | NE | 01/2012 | 08/2024 |
| The Fortner Group Llc | Omaha | NE | 08/2007 | Present |
| Ralston Foundation Advisory Board | Ralston | NE | 08/2009 | 08/2024 |
| Osaic Wealth, Inc. | Omaha | NE | 06/2024 | 08/2024 |
| Osaic Wealth, Inc. | Omaha | NE | 06/2024 | 08/2024 |
| Lpl Financial Llc | Omaha | NE | 08/2024 | Present |
1) 07/22/2024-TFG Wealth Management-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 09/01/2022-100hrs/mth 2) 07/22/2024-The Fortner Group LLC-Business Entity For Tax/Investment Purposes Only-Pass-through entity for sales commissions and advisory fees-Not Inv Related-At Omaha, NE-Start date 08/01/2024-5hrs/mth
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-02-21 |
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