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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-02-09 |
| TX | RA | APPROVED | 2024-01-31 |
Branch Locations
3615 2Nd Ave, Suite B, Kearney, NE 68847 • United States
Gilbert, AZ • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Kearney | NE | 09/2006 | 01/2024 |
| Securities America Advisor Inc | Kearney | NE | 09/2006 | 01/2024 |
| Black Oak Investment Counsel, Inc. | Kearney | NE | 01/2006 | Present |
| Lpl Financial | Kearney | NE | 01/2024 | Present |
1) 01/2024 - Black Oak Investment Counsel,Inc / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-05-13 |
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