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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-10-04 |
| TX | RA | APPROVED_RES | 2024-09-30 |
Branch Locations
1690 Broadway Bld 19 Ste 10, Fort Wayne, IN 46802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James And Associates | Ft Wayne | IN | 08/2015 | 11/2017 |
| Edward Jones | St Louis | MO | 01/2018 | 09/2024 |
| Akademeia Financial & Private Wealth Management | Fort Wayne | IN | 09/2024 | Present |
| Lpl Financial Llc | San Diego | CA | 09/2024 | Present |
1-09/2024 / Akademeia Financial and Private Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 40 hrs during trading / At reported business location(s) 2- 06/30/2026 - Akademeia Holdings - Business Owner - Not Investment Related - Fort Wayne, IN - Start Date 04/30/2024 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-23 |
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