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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-04-23
IN RA APPROVED 2004-05-13
  • TX RA
    APPROVED_RES
    Since 2020-04-23
  • IN RA
    APPROVED
    Since 2004-05-13

Branch Locations

751 E. North Street, Kendallville, IN 46755-1225 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Kendallville IN 05/2004 Present
Previous Registrations
  • 2000-02-03 → 2004-05-18
    Osaic Fa, Inc.
    Fort Wayne, IN
Other Businesses

(1) 03/03/2006 - DBA ONLY - DEKKO INVESTMENT SERVICES - KENDALLVILLE, IN (2) 06/01/2007 - PARTNER - COBBLESTONE GOLF (3) 09/10/2013 - ACT IN A FIDUCIARY CAPACITY - LORENE SALSBERY CHARITABLE LEAD ANNUITY TRUST & GENERATION SKIPPING TRUST - SISTER PASSED AWAY 12/16/09 - 1% OF TIME SPENT (4) 09/19/2013 - DEKKO INVESTMENT SERVICES - ACT IN A FIDUCIARY CAPACITY - NIECE - 1% OF TIME SPENT (5) 09/20/2013 - EDD PROPERTIES - REAL ESTATE RENTAL - DBA PLAZA PROPERTIES - COMMERCIAL REALESTATE - KENDALLVILLE, IN (6) 09/20/2013 - DEKKO INVESTMENT SERVICES - NON-VARIABLE INSURANCE - SELL GRP/IND HLTH,LTC, LIFE,DSBLTY - 5% OF TIME SPENT - KENDALLVILLE, IN (7) 8/5/2020 - TRWildlife, LLC - Investment Related - 751 E. North St. Kendallville, IN 46755 - Real Estate Rental - Started 08/04/2020 - 1 Hour Per Month/0 Hours During Securities Trading - Purchasing Farm Land and will receive cash rent. (8) 10/11/2021 - EDTK, LLC - Investment Related - P.O. Box 696 - Real Estate Rental - Start Date: 12/07/2011 - 1 Hour Per Month/0 Hours During Securities Trading. 9) 06/23/2025 - AVIND, LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - CAvilla, IN - Start Date:06/06/2022 - 1 Hrs/Mth - 0 Hrs During Trading.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-01-16
  • S63 Uniform Securities Agent State Law Examination
    1998-01-16
Designations

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