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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2018-11-05 |
Branch Locations
92 Walnut St, Lawrenceburg, IN 47025 • United States
19710 Stateline Rd, Lawrenceburg, IN 47025 • United States
500 Green Blvd, Aurora, IN 47001 • United States
7600 Frey Road, West Harrison, IN 47060 • United States
106 Mill St, Milan, IN 47031 • United States
510 South Buckeye St, Osgood, IN 47037 • United States
111 E Us 50, Versailles, IN 47042 • United States
215 W Eads Parkway, Lawrenceburg, IN 47025-1175 • United States
300 Buttermilk Pike Suite 103, Fort Mitchell, KY 41017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Lawrenceburg | IN | 08/2010 | 11/2018 |
| Lpl Financial Llc | Lawrenceburg | IN | 11/2018 | Present |
| Civista Bank | Lawrenceburg | IN | 11/2018 | Present |
1. 11/5/2018 - Civista Investments - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 3/14/2019 - Civista Bank dba Civista Wealth Management - Investment Related - At Reported Business Location(s) - Financial Institution Duty - VP/Relationship Manger - Started 02/11/2019 - 40 Hours Per Month During Securities Trading. 3. 7/25/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 06/01/2019 - 4 Hours Per Month During Securities Trading. 4. 11/24/2021 - PALMER HOSKINS DEVELOPMENT LLC - Investment Related - Home Based & Aurora, IN 47001 - Real Estate Rental - Started 01/01/2007 - 2 Hours Per Month During Securities Trading. 5. 04/03/2024 - Silberhorn Health LLC - Other - Business Owner - Not investment Related - Cincinnati, OH - Start Date 04/01/2024 - 2 Hours Per Month/ 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-10 |
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