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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-05-18 |
Branch Locations
1301 State Road 114 W, North Manchester, IN 46962 • United States
1603 N Baldwin Ave, Marion, IN 46952 • United States
152 E Us Hwy 52, Rushville, IN 46173 • United States
2514 E Center St, Warsaw, IN 46580 • United States
855 N Oak Dr, Plymouth, IN 46563 • United States
715 N Grandstaff Dr, Auburn, IN 46706 • United States
136 Northpointe Ave, Huntington, IN 46750 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ash Brokerage Corporation | Fort Wayne | IN | 09/2008 | 12/2018 |
| Mercap Securities, Llc | Berwyn | PA | 03/2013 | 12/2017 |
| Vanderbilt Securities, Llc | Woodbury | NY | 01/2019 | 01/2020 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 01/2020 | Present |
| Beacon Credit Union | Wabash | IN | 01/2020 | Present |
| Lpl Financial Llc | Wabash | IN | 05/2022 | Present |
1) 05/18/2022 - Beacon Investment Services-Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2) 05/18/2022 - Beacon CU -Investment Related - At Reported Business Location(s) - Financial Institution Duty- Financial Advisor- Start Date - 1/30/2020- 160 Hours Per Month/ 160 Hours During Securities Trading- Time Spent 100%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-27 |
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