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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2018-02-28 |
Branch Locations
771 2Nd Street, Jasper, IN 47546 • United States
3603 Newton Street, Jasper, IN 47546 • United States
327 E Fourth Street, Huntingburg, IN 47542 • United States
324 E Hospital Road, Paoli, IN 47454 • United States
311 Se 21St St, Washington, IN 47501 • United States
602 W Broadway St, Loogootee, IN 47553 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Evansville | IN | 01/2017 | 03/2017 |
| Cuna Brokerage Services Inc | Waverly | IA | 12/2014 | 01/2017 |
| Heritage Federal Credit Union | Newburgh | IN | 12/2014 | 01/2017 |
| Fifth Third Securities | Evansville | IN | 03/2017 | 02/2018 |
| Old National Bank | Jasper | IN | 02/2018 | Present |
| Lpl Financial Llc | Jasper | IN | 02/2018 | Present |
1) 5/29/2020 - Old National Bank - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Started 01/02/2020 - 10 Hours Per Month During Securities Trading - Participate in the referral program by referring prospects for banking products. 2) 01/29/2025 - Old National Bank - Financial Institution Duty - Relationship Person - Investment Related - At Reported Business Location(s) - Start Date 01/28/2025 - 1 hour per month/ during trading 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-16 |
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