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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-11-14 |
| IN | RA | APPROVED | 2024-11-14 |
Branch Locations
9800 Connecticut Dr, Crown Point, IN 46307 • United States
1901 Butterfield Road Suite 250, Downers Grove, IL 60515 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ivy Tech | Crown Point | IN | 09/2013 | Present |
| J.P. Morgan Securities Llc | Merrillville | IN | 10/2012 | 09/2016 |
| Lpl Financial Llc | Crown Point | IN | 10/2016 | 08/2020 |
| Independent Financial Partners | Schererville | IN | 10/2016 | 04/2018 |
| Pruco Securities, Llc. | Frankfort | IL | 08/2020 | 11/2024 |
| Prudential Insurance Company Of America | Frankfort | IL | 08/2020 | Present |
| Indiana University | Gary | IN | 01/2019 | Present |
| Lpl Enterprise, Llc | Crown Point | IN | 11/2024 | Present |
1) 11/19/2024 - Lounds Financial Services LLC - Office for clients to meet - DBA for LPL Business (entity for LPL business) - Inv Related - At Crown Point, IN - Start Date 06/01/2022 - 150hrs/mth - 100hrs/mth During Trading 2) 11/18/2024 - IUN - Teach Math - Teacher Paid by School or University - Non Inv Related - At Crown Point, IN - Start Date 01/01/2018 - 10hrs/mth - 10hrs/mth During Trading 3) 11/18/2024 - IVYTECH Community College - Teach Math courses - Teacher Paid by School or University - Non Inv Related - At Crown Point, IN - Start Date 01/01/2010 - 12hrs/mth - 0hrs/mth During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-15 |
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