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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-01-18 |
| TX | RA | APPROVED_RES | 2013-07-26 |
| IN | RA | APPROVED | 2010-09-14 |
Branch Locations
544 E Boonville New Harmony Rd, Evansville, IN 47725 • United States
Mcgregor, MN • United States
7144 E Virginia St Suite F, Evansville, IN 47715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Evansville | IN | 09/2010 | Present |
| Old National Bank | Evansville | IN | 09/2010 | Present |
1. 7/13/2017 - Four Properties LLC - Investment Related - Home Based, and Evansville & Newburgh, IN - Real Estate Rental - Started 06/27/2017 - 2 Hours Per Month/0 Hours During Securities Trading - Rental of residential single family homes and duplex. 2. 02/12/2024 - Old National Bank - Non-Investment Related - At Reported Business Location(s) - Financial Institution Duty - Financial Advisor, Wealth Advisor, SVP - Started 10/5/2023 - 5 Hours Per Month During Securities Trading. 3. 04/01/2025 - 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-29 |
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