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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 1999-01-01 |
| NE | RA | APPROVED | 1997-07-31 |
| TX | RA | APPROVED_RES | 1996-02-05 |
Branch Locations
6140 Village Drive - Ste 2, Lincoln, NE 68516 • United States
523 Court St, Beatrice, NE 68310 • United States
523 Court St, Beatrice, NE 68310 • United States
Lincoln, NE • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Federal Savings & Loan | Lincoln | NE | 12/1987 | Present |
| Lpl Financial Llc | Lincoln | NE | 09/1995 | Present |
| Pinnacle Bank | Lincoln | NE | 08/2009 | Present |
(1) 10/04/2002: PINNACLE WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Investor Advisor (2) 05/18/2009: Insurance Consulting Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 1% Time Spent - Insurance Types: Life, LTC, Fixed Annuities (3) 08/07/2009: Pinnacle Bank - Financial Institution Duty - Investment Related - At Reported Business Location(s) - 100% Time Spent - Investment Representative thru LPL Financial (4) 04/04/2014: No Business Name - Real Estate Rental - Investment Related - New Braunfels, TX - No Time Spent (5) 09/12/2024 - Real Estate Rental - Investment Related - Chicago, IL - Start Date 08/26/2024 - 1 Hour Per Month/ 0 Hours During Trading 6)05/12/2025 - Stone Pony 2.0 - Investment Related - Real Estate Rental - North Platte, NE - Start Date:05/21/2025 - 1 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-23 |
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