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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-02 |
| NE | RA | APPROVED | 2021-07-21 |
Branch Locations
8540 Executive Woods Dr Ste 100, Lincoln, NE 68512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Lincoln | NE | 07/2014 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Lincoln | NE | 10/2014 | 07/2021 |
| Nebraska Future Business Leaders Of America | Lincoln | NE | 09/2016 | 07/2021 |
| Wellman Llc | Lincoln | NE | 06/2017 | 07/2021 |
| Expanse Wealth Management (Dba) | Nebraska City | NE | 09/2017 | 05/2018 |
| Tyler Wellman-Notary | Lincoln | NE | 10/2013 | 07/2021 |
| Rink & Rolf, Inc. | Lincoln | NE | 05/2018 | 07/2021 |
| Nebraska Agribusiness Club | Lincoln | NE | 11/2018 | 07/2021 |
| Wellman Farms, Inc. | Syracuse | NE | 05/2020 | 07/2021 |
| Bni Of The Heartland | Elkhorn | NE | 10/2020 | 07/2021 |
| Lpl Financial Llc | Lincoln | NE | 07/2021 | Present |
1- 8/23/2021: Wellman, LLC / Lincoln, NE / Business Entity For Tax/Investment Purposes Only / Not Investment Related / start date 8/2017 / 0HRs/MO. 2- 8/23/2021: Tyler Wellman - Notary / Notary / Investment Related / At Reported Business Location(s) / start date 10/2013. 3- 8/23/2021: Wellman Farms, Inc / Outside/W-2 Employment / Not Investment Related / Start date 1/2020 / Syracuse, NE 68446. 4- 10/11/2023: A.V.E. Wealth Management; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 10/27/2023; 0hrs/mo. during trading. 5- 10/11/2023: NJN Financial Group; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 10/27/2023; 160hrs/mo. during trading. 6- 04/29/2026: Kechely Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/28/2026 - 10 hours per month/ 5 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-05 |
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