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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-06-22 |
Branch Locations
645 West Carmel Dr Ste 160, Carmel, IN 46032 • 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 |
|---|---|---|---|---|
| Archer Investment Corporation | Indianapolis | IN | 06/2010 | 08/2021 |
| Avantax Advisory Services | Dallas | TX | 08/2021 | 04/2025 |
| Avantax Investment Services, Inc | Dallas | TX | 08/2021 | 04/2025 |
| Hornor, Townsend & Kent, Llc | Wilmington | DE | 04/2025 | 07/2025 |
| Lpl Financial Llc | Carmel | IN | 06/2026 | Present |
| None | Noblesville | IN | 08/2025 | 05/2026 |
1. 06/2026 - Artisan Wealth Strategies - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/22/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-06-20 |
| S66 | Uniform Combined State Law Examination | 2003-10-17 |
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