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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-02-01 |
Branch Locations
5903 Bluffton Rd, Fort Wayne, IN 46809 • United States
812 W 7Th St, Auburn, IN 46706 • United States
800 Northcrest Shopping Center, Fort Wayne, IN 46805 • United States
901 W State Blvd, Fort Wayne, IN 46808 • United States
3902 S Clinton St., Fort Wayne, IN 46804 • United States
10325 Chestnut Plaza Dr., Fort Wayne, IN 46814 • United States
1000 Dupont Rd, Fort Wayne, IN 46825 • United States
6324 W. Jefferson Blvd., Fort Wayne, IN 46804 • United States
6302 E. State Blvd., Fort Wayne, IN 46815 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo, N.A. | Fort Wayne | IN | 10/2010 | 12/2018 |
| Wells Fargo Advisors, Llc | Fort Wayne | IN | 09/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fort Wayne | IN | 11/2016 | 12/2018 |
| Infinex Investments, Inc. | Meriden | CT | 12/2018 | 01/2024 |
| Flagstar Bank | Fort Wayne | IN | 12/2018 | Present |
| Lpl Financial Llc | Fort Wayne | IN | 02/2024 | Present |
1) 12/2023 - Flagstar Wealth Services - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-18 |
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