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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-02 |
| IA | RA | APPROVED | 2023-07-19 |
| NE | RA | APPROVED | 2023-07-19 |
| VA | RA | APPROVED | 2023-07-19 |
Branch Locations
339 N Saddle Creek Road, Omaha, NE 68131 • United States
13506 W. Maple Road, Omaha, NE 68164 • United States
4009 Twin Creek Dr, Bellevue, NE 68123-4082 • United States
13220 California Street 1St Floor, Omaha, NE 68154 • United States
210 W 3Rd Street, Chadron, NE 69337 • United States
224 Box Butte Avenue, Alliance, NE 69301-3742 • United States
10Th & Main Streets, Bridgeport, NE 69336 • United States
5700 Village Blvd, Lincoln, NE 68516 • United States
3520 North 90Th Street, Omaha, NE 68134 • United States
5225 "O" Street, Lincoln, NE 68510 • United States
2103 S 16Th St, Lincoln, NE 68502-3702 • United States
16808 Harrison St, Omaha, NE 68136 • United States
18102 Wright St, Omaha, NE 68130-2881 • United States
Lincoln, NE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Omaha | NE | 10/2015 | 01/2017 |
| Wealthplan Partners | Omaha | NE | 10/2015 | 01/2017 |
| Bancwest Investment Services, Inc. | Omaha | NE | 01/2017 | 04/2024 |
| Bmo Bank Na | Omaha | NE | 01/2017 | Present |
| Lpl Financial Llc | Omaha | NE | 07/2023 | Present |
1. 05/01/2023 - BMO Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-04 |
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