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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-04 |
| IN | RA | APPROVED | 2019-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Elkhart | IN | 07/2019 | 08/2019 |
| Raymond James Financial Services Advisors Inc. | Elkhart | IN | 03/2015 | 07/2019 |
| Bacon Hill Kitchen And Pub | Elkhart | IN | 05/2015 | 05/2021 |
| Porter Township Supervisor | Union | MI | 05/2016 | Present |
| Windor Insurance | Elkhart | IN | 03/2017 | 08/2019 |
| Lpl Financial, Llc | Elkhart | IN | 08/2019 | Present |
1. 8/12/2019 - Michiana Wealth Management Partners, Inc - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - 0 Hrs/Mth - 0 Hrs During Trading. 2. 8/12/2019 - Financial Partners, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/15 - 32 Hours Per Month During Securities Trading - Time Spent 100%. 3. 08/25/2025 - E4 insurance - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start date: 08/05/2025 - 5hrs/mnth 0hrs during Trading 4. 06/30/2026 - R & B Fitness, LLC. Future DBA Orange Theory of Granger, IN - Business Owner - Not Investment Related - Granger, IN - Start Date 06/12/2025 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-01-18 |
| S65 | Uniform Investment Adviser Law Examination | 2013-09-10 |
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