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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2010-01-01 |
Branch Locations
25 E Washington Street, Greencastle, IN 46135 • United States
2490 S Walnut Street, Bloomington, IN 47403 • United States
4616 W Richland Plaza, Bloomington, IN 47404 • United States
4191 W 3Rd Street, Bloomington, IN 47404 • United States
300 E. Kirkwood, Bloomington, IN 47408 • United States
1227 James Ave, Bedford, IN 47421 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Old National Bank | Bloomington | IN | 11/2008 | Present |
| Lpl Financial Llc | Bloomington | IN | 11/2009 | Present |
1. 02/12/2024 - OLD NATIONAL BANK - Non-Investment Related - At Reported Business Location(s) - Financial Institution Duty - LPL Financial Advisor, VP - Started 10/20/2023 - 1 Hour Per Month During Securities Trading. 2. 04/11/2024 - Other - ordained minister - Minister - Not Investment Related - Home Based - Start Date 02/03/2024 - 1 Hour Per Month/ 0 Hours During Trading 3. 04/02/2025 - 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 | 2004-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-04 |
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