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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-08-07 |
Branch Locations
929 E. Center Street, Warsaw, IN 46580 • United States
929 E. Center Street, Warsaw, IN 46580 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • 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 |
|---|---|---|---|---|
| Cetera Investment Services Llc | St. Cloud | MN | 08/2014 | 08/2023 |
| Cetera Investment Advisers Llc | Warsaw | IN | 04/2016 | 08/2023 |
| Lpl Financial Llc | Warsaw | IN | 08/2023 | Present |
1) 08/03/2023 - cherry Creek Properties LLC - Real Estate Rental - IN 46580 - Investment related -Start date: 2/1/2017 - 0 Hrs/Mth - 0 Hrs During Trading. 2) 07/02/2025 - Winona Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:06/01/2025 - 160 Hrs/Mth - 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-04-17 |
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