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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-08-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linda K Price Cpa Pc | Columbus | NE | 01/2004 | 09/2022 |
| Avantax Advisory Services | Columbus | NE | 09/2022 | 08/2024 |
| Avantax Investment Services, Inc. | Columbus | NE | 09/2022 | 08/2024 |
| Sunshine Rentals, Llc | Columbus | NE | 04/2015 | Present |
| Caliber Construction, Inc | Columbus | NE | 01/2019 | Present |
| Linda K Price Cpa Pc | Columbus | NE | 01/2001 | Present |
| Lk Price Wealth Management | Columbus | NE | 08/2024 | Present |
| Lpl Financial | Columbus | NE | 08/2024 | Present |
1) 07/2024 - Caliber Construction Inc. / Business Owner / Non Inv. Related / Columbus NE / Start date 01/01/2001 - 2 hrs per month - 3% Time Spent 2) 07/2024 - Linda K Price CPA PC / Tax Prep/Accounting/CPA / Inv. Related / Start date 01/01/2001 / 175 Hrs per month - 80 % Time Spent 3) 07/2024 - Sunshine Rentals LLC / Real Estate Rental / Inv. Related / Columbia NE Start date - 2 Hrs per month - 2 % Time Spent 4) 07/2024 - LK Price Wealth Management LLC / -DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 40 Hrs per month - 20 % Time Spent 5)07/2024 - Notary / Inv, Related / 06/06/2016 - 1Hrs per month - 1 % Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-30 |
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