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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 | 2021-07-21 |
Branch Locations
139 S Main St Ste 200, West Point, NE 68788 • United States
14301 Fnb Pkwy Ste 215, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm | Lincoln | NE | 08/2016 | 08/2017 |
| Waddell & Reed, Inc. | Omaha | NE | 08/2018 | 07/2021 |
| Waddell & Reed | Omaha | NE | 08/2017 | 08/2018 |
| Various Insurance Carriers For W & R Insurance Agencies | Omaha | NE | 02/2019 | 07/2021 |
| The Expanse Team Inc | Omaha | NE | 05/2019 | Present |
| Lpl Financial, Llc | Omaha | NE | 07/2021 | Present |
1. 09/13/2021/Kardinal Real Estate Solutions, LLC/Outside/W-2 Employment/Investment Related/Lincoln, NE/10 HRS/MO 2. 8/2017/MARCUS WALTON/Expanse Wealth Management/DBA for LPL Business (entity for LPL business)/Investment Related/Elkhorn, NE/0 HRS/MO 3) 04/05/2022 - Expanse Risk Management - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 04/01/2022 - 10 Hours Per Month/ 10 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-04 |
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