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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2009-11-30 |
Branch Locations
1000 Medical Center Drive, Powderly, KY 42367 • United States
301 S 2Nd Street, Central City, KY 42330 • 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 |
|---|---|---|---|---|
| Onb Investment Services | Greenville | IN | 07/2003 | Present |
| Lpl Financial Services | Charlotte | NC | 11/2009 | Present |
1. 02/14/2024 - Old National Bank - Financial Institution Duty - Not Investment Related - At Reported Business Location(s) - Start Date 10/18/2023 - 1 Hour Per Month/ During Trading 2. 04/01/2025 - Old National Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2025 - 0 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1988-04-26 |
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