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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-22 |
| NE | RA | APPROVED | 2026-04-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 05/2017 | 02/2020 |
| Unl Dining | Lincoln | NE | 08/2012 | 05/2017 |
| Lincoln Parks And Rec | Lincoln | NE | 11/2016 | 04/2017 |
| Lincoln Catholic Youth Sports | Lincoln | NE | 11/2016 | 03/2017 |
| Morgan Stanley | Lincoln | NE | 02/2020 | 01/2022 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 01/2022 | 07/2024 |
| Focus Partners Wealth, Llc | Boston | MA | 07/2024 | 03/2026 |
| Lpl Financial Llc | Lincoln | NE | 03/2026 | Present |
1. 03/2026 - Benjamin Thiele - Notary - Investment Related - 00 Hrs/Mth - 00 Hrs During Trading - Lincoln, NE 68516 - OBA Start Date: 05/05/2022 2. 03/2026 - 37 Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 40 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 03/30/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-06 |
| S66 | Uniform Combined State Law Examination | 2017-10-23 |
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