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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
101 South Main St., Bluffton, IN 46714 • United States
101 South Main St., Bluffton, IN 46714 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Van Wert | OH | 05/2012 | 11/2016 |
| Wells Fargo Bank Na | Van Wert | OH | 06/2008 | 12/2018 |
| Wells Fargo Clearing Services, Llc | Van Wert | OH | 11/2016 | 12/2018 |
| Infinex Investments, Inc. | Meriden | CT | 12/2018 | 01/2024 |
| Flagstar Bank | Bluffton | IN | 12/2018 | Present |
| Lpl Financial Llc | Bluffton | IN | 02/2024 | Present |
1) 12/2023 - Flagstar Bank / Notary / Inv. Related / Bluffton, IN / Start date 04/17/2023 2) 12/2023 - Flagstar Wealth Services / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 3) 12/2023 - Flagstar Bank / Branch Manager / Financial Institution Duty / Inv. Related / Bluffton, IN / Start date 02/28/2023 - 150 Hrs per month - 75 % Time Spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-12 |
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