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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-07-25 |
Branch Locations
9820 Westpoint Drive Ste. 400, Indianapolis, IN 46256 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Indianapolis | IN | 08/2014 | Present |
| Late Harvest Kitchen | Indianapolis | IN | 05/2014 | 01/2019 |
| Harbour Wealth Partners, Inc. | Indianapolis | IN | 08/2014 | Present |
1) 1/2022- Harbour Wealth Partners, Inc- DBA for LPL Business (entity for LPL business)- inv. related- INDIANAPOLIS, IN 2) 1/2022- Live Well Sleep Well- DBA for LPL Business (entity for LPL business)- inv. related- INDIANAPOLIS, IN 3) 12/15/2022 - Harbour Wealth Partners, Inc - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Start Date - 11/11/2022 - 1 Hours Per Month/1 Hours During Securities Trading - I provide investment advisory services through Harbour Wealth Partners, Inc, an independent investment advisor firm. I started this business activity in 11/2022. I expect to spend approximately 1 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-27 |
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