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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-11-14 |
Branch Locations
6140 Village Drive - Ste 2, Lincoln, NE 68516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | La Vista | NE | 05/2018 | 08/2018 |
| University Of Nebraska-Lincoln | Lincoln | NE | 05/2016 | 05/2019 |
| Lpl Financial Llc | Lincoln | NE | 10/2018 | 10/2021 |
| Pinnacle Bank | Lincoln | NE | 05/2019 | 10/2021 |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 10/2021 | 10/2022 |
| J.P. Morgan Securities Llc | Chicago | IL | 10/2021 | 10/2022 |
| Lpl Financial Services | Lincoln | NE | 09/2019 | 09/2020 |
| Ladenburg Thalmann Financial Servics | La Vista | NE | 05/2018 | 08/2018 |
| Pinnacle Bank | Lincoln | NE | 11/2022 | Present |
| Lpl Financial Llc | Lincoln | NE | 11/2022 | Present |
1) 11/10/2022 - Pinnacle Wealth Management - investment related - DBA for LPL Business (entity for LPL business) - At reported business location(s) 2) 10/11/2024 - Real Estate Rental - Investment Related - Chicago, IL - Start Date 08/26/2024 - 1 Hour per Month/ 0 hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-17 |
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