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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-05-17 |
| TX | RA | APPROVED_RES | 2023-05-15 |
Branch Locations
409 E. Cook Road Suite 150, Fort Wayne, IN 46825 • United States
Fort Wayne, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cln Financial | Fort Wayne | IN | 08/2011 | Present |
| Alpha Omega Consulting | Fort Wayne | IN | 12/2007 | Present |
| Sigma Financial Corporation | Ann Arbor | MI | 03/2012 | Present |
| Spc | Ann Arbor | MI | 03/2012 | Present |
| Lpl Financial Llc | Fort Wayne | IN | 05/2023 | Present |
1. 07/03/2023 - CLN Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 12/06/2011 - 180 Hours Per Month/ 7 Hours During Securities Trading 2. 07/05/2023 - CLN Financial - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 06/22/2023 - 30 Hours Per Month/ 2 Hours During Securities Trading - Time Spent 10% 3. 07/05/2023 - Chad Tallmn - Not Investment Related - Home Based - Outside/W-2 Employment - Semi Professional Pool Player - Start Date 6/11/2021 - 20 Hours Per Month - Time Spent 5%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-15 |
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