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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-09 |
| IN | RA | APPROVED | 2010-01-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Old National Bank | Evansville | IN | 08/1996 | Present |
| Lpl Financial, Llc (Formerly: Lpl Financial Services) | Evansville | NC | 11/2009 | Present |
1. 11/10/2010 - No Business Name - Not Investment Related - Coach/Referee - Time Spent 10% - Teach batting lessons. 2. 02/12/2024 - Old National Bank - Non-Investment Related - At Reported Business Location(s) - Financial Institution Duty - LPL Financial Advisor--Wealth Advisor, SVP - Started 2/12/2024 - 4 Hours Per Month During Securities Trading 3. 04/02/2025 - Old National Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/02/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-10 |
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