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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-06-05 |
Branch Locations
14450 Meadows Blvd. Ste. 1, Omaha, NE 68138 • United States
4444 S 86Th St Ste 102, Lincoln, NE 68526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Title365 | Omaha | NE | 05/2009 | 03/2023 |
| Western International Securities, Inc. | Pasadena | CA | 04/2023 | 06/2025 |
| Lpl Financial Llc | Omaha | NE | 06/2025 | Present |
1- 06/2025 - CPS Insurance - Non-Variable Insurance - Investment Advisor/Life Insurance Sales - Investment Related - At Reported Business Location(s) - Start Date 06/30/2023 - 5 hours per month/ during trading 2- 06/2025 - Asset Strategies - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/17/2023 - 175 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-09 |
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