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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
Indianapolis, IN • United States
981 State Road 46E Suite C, Batesville, IN 47006 • United States
1711 N Shadeland Ave, Indianapolis, IN 46219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Insurance Company Of America | Indianapolis | IN | 05/1988 | Present |
| Pruco Securities, Llc. | Indianapolis | IN | 05/1988 | 11/2024 |
| Lpl Enterprise, Llc | Batesville | IN | 11/2024 | Present |
1) 02/14/2025- Larry Moran- Property and Casualty- Service, solicit and sell property and casualty insurance through Liberty Mutual and Comparion Agency.- inv. related - at Indianapolis, IN- start date 01/01/2016- 20hrs/mnth-10hrs during trading 2) 02/21/2025- Sorg-Moran Agency- Non-Variable Insurance- Sale and service of individual and group health insurance.- inv. related- at Indianapolis, IN- start date 01/01/2000-10hrs/mnth-10hrs during trading 3) 09/18/2025-Legacy East Financial-Financial Advisor-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 09/01/2025-160hrs/mth-140hrs/mth during trading 4) 07/21/2026-LAWRENCE MORAN-Act in a Fiduciary Capacity-Inv related-At Indianapolis, IN-Start date 07/17/2026-0hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1988-07-27 |
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