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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-10-29 |
Branch Locations
116 E. Berry Street, Ste 101, Fort Wayne, IN 46802 • 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 |
|---|---|---|---|---|
| Blackrock Investments, Llc | San Francisco | CA | 07/2012 | 12/2018 |
| Morgan Stanley | Indianapolis | IN | 03/2019 | 06/2023 |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2019 | 06/2023 |
| Advisors Asset Management, Inc | Monument | CO | 06/2023 | 07/2024 |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2019 | 06/2023 |
| Old National Bank | Fort Wayne | IN | 08/2024 | Present |
| Lpl Financial | Fort Wayne | IN | 10/2024 | Present |
1- 10/08/2024 - Old National Bank - Financial Institution Duty - Wealth Advisor - Investment Related - At Reported Business Location(s) - Start Date 05/01/2021 - Time Spent 1% 2- 10/08/2024 - Robert and Whitney's carriage house apartment rental address - Real Estate Rental - Owner - Investment Related - Indianapolis, IN - Start Date 05/01/2021 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-07 |
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