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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-02-26 |
Branch Locations
330 Intertech Pkwy Suite 260, Angola, IN 46703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Angola | IN | 02/2013 | Present |
| Stratos Wealth Partners, Ltd | Angola | IN | 02/2013 | 03/2024 |
1. 02/21/2013 - INNOVATIVE WEALTH PARTNERS - Investment Related - At Reported Business Location(s) - Time Spent 100%. 2. 02/06/2013 - SCHARLACH INC - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - NOT INV REL - AT REPORTED BUSINESS LOCATION(S). 3. 02/21/2013 - No Business Name - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - Agent - Time Spent 2% - Receive vested or first year renewal & trail income. 4. 8/19/2020 - Scharlach Homes - Investment Related - 330 Intertech Parkway Ste. 260, Angola, IN 46703. (This is the mailing address only. Work done onsite.) - Real Estate Rental - Started 08/01/2020 - 10 Hours Per Month/5 Hours During Securities Trading 5. 10/02/2024 - Financial Design Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/27/2024 - 30 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-30 |
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