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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-08-29 |
Branch Locations
410 Lexington Circle, Grand Island, NE 68803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Grand Island | NE | 06/2023 | Present |
| Nebraska Christian Schools | Central City | NE | 08/2016 | 05/2023 |
| Timberlake Ranch Camp | Marquette | NE | 05/2018 | 08/2018 |
| Timberlake Ranch Camp | Marquette | NE | 05/2017 | 08/2017 |
1) 04/2024 - Deborah Lovejoy / Notary / Inv. Related / Central City, NE / Start date 09/21/2023 - 1 Hrs per month - 1 % Time Spent 2) 04/2024 - Flatwater Wealth / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 160 Hrs per month - 100 % Time Spent 3) 10/28/2024 - Flatwater Associates - Tax Prep/Accounting/CPA - Admin - Investment Related - At Reported Business Location(s) - Start Date 10/15/2024 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-29 |
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