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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-09-05 |
| NE | RA | APPROVED | 2024-10-16 |
| TX | RA | APPROVED_RES | 2024-10-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Omaha | NE | 09/2016 | 11/2016 |
| Wells Fargo Bank, Na | Omaha | NE | 04/2012 | 08/2024 |
| Wells Fargo Clearing Services, Llc | Omaha | NE | 11/2016 | 08/2024 |
| Lpl Financial Llc | Omaha | NE | 10/2024 | Present |
| Unemployed | Omaha | NE | 08/2024 | 09/2024 |
| Bmo Harris Bank | Omaha | NE | 10/2024 | Present |
1- 10/2024 / BMO Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2. 10/09/2024- Notary for the State of Nebraska- Notary- Inv Rel- Start Date 04/14/2015
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-13 |
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