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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-06-21 |
Branch Locations
6209 Constitution Drive, Fort Wayne, IN 46804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fort Wayne | IN | 06/2023 | Present |
| Jehl & Kreilach Financial Management | Ft. Wayne | IN | 05/2005 | Present |
| Cambridge Investment Research,Inc | Fairfield | IA | 05/2005 | 06/2023 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 05/2005 | 06/2023 |
1) 06/14/2023 - Jehl & Kreilach Financial Management. LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 64 hours per month. 2) 06/14/2023 - JTB Farms, LLC - Farm - Owner - OH 45891 - Non investment related - 1 Hour per month - Start date: 10/1/2020. 3) 06/14/2023 - Van Wert City Schools - Non-Profit Board Member - Non investment related - 5 Hours per month - Start date: OH 45891 - 8/1/2022.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-24 |
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