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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2009-12-14 |
Branch Locations
301 Second Street, Henderson, KY 42420 • United States
130 N Morgan, Morganfield, KY 42437 • United States
Newburgh, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Onb Investment Services | Evansville | IN | 04/2002 | Present |
| Lpl Financial Services | Charlotte | NC | 11/2009 | Present |
1) 02/09/2024 - Old National Bank - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Financial Advisor - Start Date: 01/02/2020 - 2 Hours Per Month/2 Hours During Securities Trading. 2) 04/11/2024 - Real Estate Rental - Orange Beach, AL - Investment Related - Start Date 04/19/2024 - 52 Hours Per Month/ 0 Hours During Trading 3) 03/07/2025- NexWave E-commerce LLC- Rep's Business- Not INV Related- Home based - Start date 09/02/2024- 8 Hours Per Month 4) 03/07/2025- No Business Name- Other - Published Book- Not INV Related- Home based- Start date 03/03/2025 5) 03/31/2025 - Old National Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-15 |
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