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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-07-13 |
| IN | RA | APPROVED | 2009-11-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Onb Investment Services, Inc | Terre Haute | IN | 04/1996 | Present |
| Lpl Financial | Charlotte | NC | 11/2009 | Present |
1. 03/12/2024 - Old National Bank - Non-Investment Related - At Reported Business Location(s) - Financial Institution Duty - Wealth Advisor - Start Date: 10/5/2023 - 2 Hrs/Month During Securities Trading 2. 03/31/2025 - 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-12-23 |
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