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Scott Robert Greenlee

LPl Financial LLC

Omaha, NE

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2025-05-21
TX RA APPROVED_RES 2025-05-14
  • NE RA
    APPROVED
    Since 2025-05-21
  • TX RA
    APPROVED_RES
    Since 2025-05-14

Branch Locations

13215 Birch Dr Ste 201, Omaha, NE 68164 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Robert W. Baird & Co. Omaha NE 02/2015 05/2025
Lpl Financial Llc Omaha NE 05/2025 Present
  • 02/2015 → 05/2025
    Robert W. Baird & Co.
    Omaha, NE
  • 05/2025 → Present
    Lpl Financial Llc
    Omaha, NE
Previous Registrations
  • 2015-02-09 → 2025-05-20
    Robert W. Baird & Co. Incorporated
    Elkhorn, NE
  • 2011-02-04 → 2014-09-16
    Td Ameritrade, Inc.
    Omaha, NE
    Omaha, NE
    Omaha, NE
  • 2011-02-04 → 2014-09-16
    Td Ameritrade Investment Management, Llc
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-02-02
S63 Uniform Securities Agent State Law Examination 2010-02-24
  • S66 Uniform Combined State Law Examination
    2011-02-02
  • S63 Uniform Securities Agent State Law Examination
    2010-02-24

View on SEC IAPD

Other Firms

EQUITABLE ADVISORS, LLC
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
PFS INVESTMENTS INC.
HILEY HUNT WEALTH MANAGEMENT, INC.
INTEGRITY ALLIANCE, LLC.

Other Investors

SCOTT ALLEN SLADOVNIK
MARK ALLEN LUDWIG
Nathaniel Phillip Beam
ERIK R. ADEN
KYLEE LIN SIMON
Jack Edward Wolfgram
Bradley Thomas Kenyon
PAUL PATRICK KEATTS

Other Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
PFS INVESTMENTS INC. · Omaha, NE

More in Omaha, NE

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