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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-11-14 |
Branch Locations
8888 Keystone Crossing Suite 1300, Indianapolis, IN 46240 • United States
8888 Keystone Crossing Suite 500, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Indianapolis | IN | 06/2011 | 08/2017 |
| Mml Investor Services | Indianapolis | IN | 08/2011 | 08/2017 |
| Prudential Insurance Company Of America | Indianapolis | IN | 09/2017 | Present |
| Pruco Securities, Llc. | Indianapolis | IN | 09/2017 | 11/2024 |
| Lpl Enterprise, Llc | Fishers | IN | 11/2024 | Present |
1) 10/10/2024 - Saved by Grace Property Ventures LLC - Real Estate Rental - Saved by Grace Property Ventures LLC - I will be buying properties and fixing them up to either sell or rent out. I plan to do one each year to build the portfolio and eventually see a return on my investment over time - Inv Related - At Fishers, IN - Start Date 06/03/2024 - 20hrs/mth - 0hrs/mth During Trading 2) 11/14/2024-Globallee-Sales-Direct Sales/ MLM-Not inv related-At Pendleton, IN-Start date 03/01/2023-5hrs/mth-0hrs/mth during trading 3) 11/14/2024-Mary Kay-Independant Beauty Consultant-Direct Sales/ MLM-Not inv related-At Pendleton, IN-Start date 07/01/2023-5hrs/mth-0hrs/mth during trading 4) 11/14/2024-MassMutual Service Only Rep-Financial Services Representative-Non-Variable Insurance-Inv related-At Pendleton, IN-Start date 09/04/2017-8hrs/mth-8hrs/mth during trading 5) 04/23/2025-Non-Variable Insurance/Insurance Agency-Agent-Inv related-At Fishers, IN-Start date 04/18/2025-12hrs/mth-12hrs/mth during trading 2) 10/10/2024 - Globallee - I sell healthy drinks for weight loss support and beauty products such as false lashes & Collagen supplements - Direct Sales/ MLM - Non Inv Related - At Fishers, IN - Start Date 03/01/2023 - 5hrs/mth - 0hrs/mth During Trading 3) 10/10/2024 - Mary Kay - I will be selling beauty products such as makeup and skincare products. Mostly used for the personal discount for my own products - Direct Sales/ MLM - Non Inv Related - At Fishers, IN - Start Date 07/01/2023 - 5hrs/mth - 0hrs/mth During Trading 4) 10/10/2024 - MassMutual Service Only Rep - I currently service my prior book of business with MassMutual. Any new business I use the correct channels through Prudential and now LPL to sell any sponsored outbrokerage contracts -Non-Variable Insurance - Inv Related - At Fishers, IN - Start Date 09/04/2017 - 8hrs/mth - 8hrs/mth During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-14 |
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