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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-08-08 |
| TX | RA | APPROVED | 2025-08-01 |
Branch Locations
5550 S 59Th St. Suite 26, Lincoln, NE 68516 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
5550 S 59Th St., Suite 26, Lincoln, NE 68516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 03/2011 | 08/2025 |
| Lpl Financial Llc | Lincoln | NE | 08/2025 | Present |
1.08/01/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Chloey Wealth LLC; Investment Related; at Reported Business Location(s); Start Date 06/01/2025; 160hrs/mth; 8hrs during trading 2.08/01/2025; Arrive Coworking LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 02/01/2019; 1hrs/mth; 0hrs during trading 3.08/01/2025; Iris Properties LLC; Real Estate Rental; Investment Related; Lincoln,NE; Start Date 09/01/2023; 1hrs/mth; 0hrs during trading 4.07/20/2026; Chloey Insurance; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 07/01/2026; 5hrs/mth; 5hrs during trading 5.07/20/2026; Chloey Tax; Tax Prep/Accounting/CPA; Investment Related; Lincoln,NE; Start Date 07/01/2026; 5hrs/mth; 5hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-29 |
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