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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-30 |
| IN | RA | APPROVED | 2022-05-18 |
Branch Locations
2165 Jonathan Moore Pike, Columbus, IN 47202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crystal Beach Properties, Llc | Seymour | IN | 04/2014 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 02/2017 | Present |
| Centra Credit Union | Columbus | IN | 02/2017 | Present |
| Lpl Financial Llc | Columbus | IN | 05/2022 | Present |
1)05/18/2022- Centra Credit Union-Investment Related - At Reported Business Location(s)- Financial Institution Duty- Senior Financial Advisor- Start Date- 2017 2)05/18/2022 - Crystal Beach Properties, LLC-Investment Related - Martinsville, IN 46151- Real Estate Rental- owner - Start Date- 2018- 6 Hours Per Month 3)05/18/2022- Centra Financial Services-Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-03 |
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