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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-11-26 |
| TX | RA | APPROVED | 2024-11-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centaurus Financial, Inc. | Anaheim | CA | 10/2010 | 08/2019 |
| Securities America, Inc. | Elkhorn | NE | 08/2019 | 06/2024 |
| Securities America Advisors | Elkhorn | NE | 08/2019 | 06/2024 |
| Arbor Point Advisors | Elkhorn | NE | 08/2019 | 11/2024 |
| Koley Financial Services | Elkhorn | NE | 12/2009 | Present |
| Osaic Wealth, Inc. | Elkhorn | NE | 06/2024 | 11/2024 |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | 11/2024 |
| Lpl Financial | Elkhorn | NE | 11/2024 | Present |
1- 11/2024 / Koley Financial Services / Insurance Agency / Investment Related / 4 hrs mth / 1 hr during trading / Elkhorn NE / Start date: 12/01/2009 2- 11/2024 / PLIXYS LLC / Insurance Agency / Investment Related / 20 hrs mth / 5 hrs during trading / Omaha NE / Start date: 12/29/2023 3- 11/2024 / Koley Financial Services / DBA for LPL Business (entity for LPL business) / Investment Related / 4 hrs mth / 1 hrs during trading / At reported business location(s) 4- 11/2024 / KOLEY HOLDINGS LLC POSITION / Real Estate Rental / Investment Related / 1 hr mth / 1 hr during trading / Elkhorn NE / Start date: 03/01/2017 5- 11/12/2025 - Koley Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/04/2025 - 1 hour per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-02 |
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