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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-02-12 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
1690 Broadway Bld 19 Ste 10, Fort Wayne, IN 46802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Fort Wayne | IN | 02/2024 | Present |
| Pnc Private Bank | Indianapolis | IN | 04/2015 | 02/2024 |
1-02/2024 / Endeavor Wealth Strategies / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mnth / 8 hrs during trading / start date 01/31/2024 2-01/2024 / Endeavor Wealth Strategy / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mnth / At rported business location(s). 3- 08/28/2024 - Marshall Property, LLC - Real Estate Rental - Owner - Investment Related - At Reported Business Location(s) - Start Date 06/24/2024 - 1 Hour Per Month/ 0 Hours During Trading 4- 09/11/2024 - Endeavor Investment Properties, LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 09/16/2024 - 2 Hours Per Month/ 0 Hours During Trading 5- 01/21/2025- Prestige Luxury Auto LLC- Other - Car rental and detailing- Not INV Related- Home based- Start date 01/15/2025- 2 Hours Per Month 6- 03/04/2026 - Gear Motorworks, LLC - Business Owner - Not Investment Related - Huntington, IN - Start Date 03/01/2026 - 5 hours per month/ 0 hours during trading 7- 03/04/2026 - G & M Properties, LLC - Business Owner - Not Investment Related - Huntington, IN - Start Date 03/01/2026 - 5 hours per month/ 0 hours during trading 8- 05/27/2026 - Endeavor Wealth Strategies, LLC - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 05/11/2026 - 5 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-30 |
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