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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
8525 Executive Woods Dr Ste 500, Lincoln, NE 68512 • United States
1302 Linden Ave, Crete, NE 68333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Lincoln | NE | 04/1996 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Lincoln | NE | 07/1996 | 07/2021 |
| Step By Step Llc | Lincoln | NE | 01/2016 | 07/2021 |
| Lpl Financial, Llc | Lincoln | NE | 07/2021 | Present |
1. 8/20/2021 - Step by Step Planners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 6/1/2021. 2. 8/20/2021 - Associates of Clifton Park - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 07/1996 - 5 Hours Per Month - Selling Life, Health, LTCi and Medicare Supplement. 3. 9/2/2021 - Step By Step, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Owner - Started 1/1/2016.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-22 |
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