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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2016-05-11 |
| TX | RA | APPROVED_RES | 2016-04-11 |
Branch Locations
3535 North Green River Road, Evansville, IN 47715 • United States
1703 West Broadway, Princeton, IN 47670 • United States
1905 Hart Street, Vincennes, IN 47591 • United States
100 S 6Th St, Vincennes, IN 47591 • 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 |
|---|---|---|---|---|
| Lpl Financial | Evansville | IN | 04/2016 | Present |
| Old National Bank | Evansville | IN | 04/2016 | Present |
1) 02/12/2024 - Old National Bank - Financial Institution Duty - Not Investment Related - At Reported Business Location(s) - Start Date 10/05/2023 - 2 Hours Per Month/ During Trading 2) 03/31/2025 - Old National Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2025 - 0 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-04 |
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