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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-02-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Afa (Okc) | Oklahoma City | OK | 10/2013 | 04/2019 |
| Cintas First Aid And Safety | Elkhart | IN | 04/2019 | 11/2019 |
| Notre Dame Federal Credit Union | Notre Dame | IN | 11/2019 | Present |
| Lpl Financial Llc | South Bend | IN | 04/2021 | Present |
1) 4/2021- Private Member Group- DBA for LPL Business (entity for LPL business)- Inv. Related- SOUTH BEND, IN - 100% 2) 04/14/2022 - Notre Dame Federal Credit Union - Investment Related - 1828 Moreau Dr,Notre Dame, IN 46556 - Financial Institution Duty -Private Client Banker - Start Date - 04/05/2021 - 80 Hours Per Month/ 80 Hours During Securities. 3) 11/01/2022 - Mission Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 12/05/2022 - 40 Hours Per Month/40 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-03 |
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