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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-02-19 |
| PA | RA | APPROVED | 2018-07-18 |
| IL | RA | APPROVED | 2018-02-14 |
| IN | RA | APPROVED | 2018-02-14 |
| MI | RA | APPROVED | 2018-02-14 |
Branch Locations
55 W 94Th Pl, Crown Point, IN 46307 • United States
11030 96Th Pl, St. John, IN 46373 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oak Investment Services | Merrillville | IN | 05/2003 | Present |
| Sii Investments, Inc | Merrillville | IN | 06/2003 | 02/2018 |
| Lpl Financial Llc | Crown Point | IN | 02/2018 | Present |
1. 02/14/2018 - No Business Name - Investment Related - Non-Variable Insurance - Index Annuities. 2. 02/14/2018 - Oak Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 2003 - 0 Hours Per Month/0 Hours During Securities Trading. 3) 10/10/2025 - Ruiz Trust and Ethan Ruiz Supplemental Needs Trust - Not Investment Related - Act in a Fiduciary Capacity - At Reported Business Location(s) - Start Date:08/29/2025 - 1 Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-14 |
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