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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-04-02 |
Branch Locations
3209 Smith Valley Road, Suite 253, Greenwood, IN 46142 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Greenwood | IN | 03/2026 | Present |
| Pnc Private Bank | Indianapolis | IN | 01/2015 | 03/2026 |
1. 03/2026 - Align Private Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 03/26/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-05 |
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