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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-01-10 |
| IN | RA | APPROVED | 2009-06-18 |
Branch Locations
225 S East St Ste 156, Indianapolis, IN 46202 • United States
1527 Kossuth St, Lafayette, IN 47905 • United States
Lilly Corporate Center Building 21/C Dc 2015, Indianapolis, IN 46285 • United States
1400 West Raymond Drop 4901, Indianapolis, IN 46285 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Indianapolis | IN | 06/2009 | Present |
| Elements Wealth Management | Indianapolis | IN | 01/2015 | Present |
1. 09/23/2014 - Elements Wealth Management - INV REL - 225 South East Street, Ste 156 Indianapolis, IN 46202 - DBA for LPL Business (entity for LPL business) - START 09/18/2014 - 40 HOURS PER MONTH DURING TRADING - Investment Management, Financial Planning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-28 |
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