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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-07-10 |
| IN | RA | APPROVED | 2025-07-10 |
| LA | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
1001 Chestnut Hills Pkwy Suite 110, Fort Wayne, IN 46814 • 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 |
|---|---|---|---|---|
| One Resource Financial Consultants | Fort Wayne | IN | 11/2002 | Present |
| Next Financial Group Inc | Fort Wayne | IN | 09/2014 | 07/2025 |
| Lpl Financial Llc | Fort Wayne | IN | 07/2025 | Present |
1- 07/2025 - One Resource Financial Consultants - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/05/2002 - 160 hours per month/ 140 hours during trading 2- 07/2025 - Waterside Woods Homeowners' Association - Non-Profit Board Member - Board of Directors member - Investment Related - At Reported Business Location(s) - Start Date 01/01/2023 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-11-20 |
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