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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Omaha | NE | 03/1984 | 07/2021 |
| Various Insurance Carriers | Omaha | NE | 05/1984 | 07/2021 |
| Marc Cohen Llc | Omaha | NE | 04/2019 | 07/2021 |
| Lpl Financial Llc | Omaha | NE | 07/2021 | Present |
1. 07/2021/Marc Cohen LLC/Business Entity For Tax/Investment Purposes Only/Investment Related/Omaha, NE/2 HRS/MO 2. 07/2021/Marc Cohen/WRI Investments/DBA for LPL Business (entity for LPL business)/Investment Related/Central North Plains, NE/0 HRS/MO 3. 07/2021/MARC COHEN/Non-Variable Insurance/Investment Related/Central North Plains, NE/0 HRS/MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-07 |
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