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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-08-19 |
| TX | RA | APPROVED_RES | 2022-06-09 |
| IN | RA | APPROVED | 2022-06-07 |
Branch Locations
116 E. Berry Street, Ste 101, Fort Wayne, IN 46802 • United States
120 N Buffalo Street, Warsaw, IN 46580 • United States
9898 Illinois Rd, Fort Wayne, IN 46804 • United States
10140 Lima Rd, Fort Wayne, IN 46818 • United States
6430 W. Jefferson Blvd., Fort Wayne, IN 46804 • United States
130 South Main Street Ste 100, South Bend, IN 46601 • United States
1903 S 11Th St, Miles, MI 49120 • United States
320 N Main St, Elkhart, IN 46516 • United States
1223 Eddy St Ste 101, South Bend, IN 46617 • United States
4100 Edison Lakes Pkwy Ste 350, Mishawaka, IN 46545 • United States
1903 S 11Th Street, Niles, MI 49120 • United States
3503 Paramount Drive, West Lafayette, IN 47906 • United States
7030 Heritage Square Dr, Granger, IN 46530 • United States
140 S Creasy Lane, Lafayette, IN 47905 • United States
100 N. 2Nd Street, Lafayette, IN 47901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services | Plymouth | IN | 12/2013 | 05/2022 |
| Lpl Financial | South Bend | IN | 06/2022 | Present |
| Old National Bank | South Bend | IN | 06/2022 | Present |
1- 11/13/2023 - Old National Bank - Financial Institution Duty - Advisor - Not Investment Related - At Reported Business Location(s) - Start Date 10/05/2023 - 5 Hours Per Month/ During Trading 2- 05/16/2024 - Meg's Writing Co LLC - Rep's Business - Home Based - Not. Inv. Related - Start Date 01/22/2024 - 5hrs/mth 3- 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-12 |
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