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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-22 |
| IN | RA | APPROVED | 2018-07-17 |
Branch Locations
1527 Kossuth St, Lafayette, IN 47905 • United States
225 S East St Ste 156, Indianapolis, IN 46202 • United States
Lilly Corporate Center Building 21/C Dc 2015, Indianapolis, IN 46285 • United States
1400 West Raymond Drop 4901, Indianapolis, IN 46285 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lerch Lawncare | Mulberry | IN | 01/2015 | Present |
| First Merchants Bank | Lafayette | IN | 02/2015 | 06/2018 |
| Cetera Investment Services Llc | St Cloud | MN | 03/2015 | 06/2018 |
| Cetera Investment Advisers Llc | Lafayette | IN | 05/2015 | 06/2018 |
| Elements Financial Fcu | Lafayette | IN | 07/2018 | Present |
| Lpl Financial Llc | Lafayette | IN | 07/2018 | Present |
1) 8/14/2018 - Elements Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/02/2018 - 160 Hours Per Month/8 Hours During Securities Trading. 2) 08/05/2019 - No business name - Investment related - At reported business location(s) - Notary Public - start date:01/01/2014 - 1 hr/mo - 1 hr during trading 3) 07/19/2023 - Krause Agency - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 07/11/2023 - 1 Hour Per Month/ 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-14 |
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