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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-12-06 |
Branch Locations
11 Municipal Dr Ste 150, Fishers, IN 46038 • United States
48 N Washington St, Bloomfield, IN 47424 • United States
2111 S Liberty Dr, Bloomington, IN 47403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Linton | IN | 01/2008 | 09/2021 |
| Raymond James Financial Services, Inc. | Linton | IN | 09/2021 | 07/2022 |
| Raymond James Financial Services, Inc. | Linton | IN | 07/2022 | 10/2023 |
| Meek Financial Services | Linton | IN | 02/2022 | 08/2023 |
| Residential Rental Business | Linton | IN | 01/2022 | Present |
| Drl Properties, Llc | Linton | IN | 01/2016 | Present |
| Linton Civitan Club | Linton | IN | 09/2014 | Present |
| Raymond James Financial Services Advisors, Inc | Linton | IN | 09/2023 | 10/2023 |
| Meek Financial | Linton | IN | 08/2023 | 10/2023 |
| Lpl Financial Llc | Bloomfield | IN | 12/2023 | Present |
| Northwest Bank | Bloomfield | IN | 10/2023 | Present |
1) 12/06/2023 - Northwest Investment Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s). 2) 12/06/2023 - Notary - Investment Related - NORTHWEST BANK - Linton, IN - Start: 10/30/2023. 3) 12/05/2024 - Deann Lehman - Real Estate Rental - Inv Rel - Linton, IN - Start: 04/04/2024 - 3 Hrs/Mth - 0 Hrs During Trading. 4) 10/01/2025 - Deann Lehman - Investment Related - Real Estate Rental - Linton, IN - Start Date:04/04/2024 - 3 Hrs/Mth - 0 Hrs During Trading. 5) 10/01/2025 - NORTHWEST BANK - Investment Related - Financial Institution Duty - At Reported Business Location(s) - Start Date:09/08/2025 - 1 Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-26 |
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