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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-01-31 |
| TX | RA | APPROVED | 2025-01-31 |
Branch Locations
3000 Technology Ave, New Albany, IN 47150 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1444 Horn St #102, Clarksville, IN 47129 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marcum Benefit Group | Clarksville | IN | 06/2015 | 08/2017 |
| Principal Life Insurance Company | Clarksville | IN | 08/2017 | 01/2025 |
| Principal Securities Inc | Clarksville | IN | 08/2017 | 01/2025 |
| Marcum Benefit Group | Clarksville | IN | 09/2018 | 01/2025 |
| Mbg, Llc | Clarksville | IN | 03/2022 | 01/2025 |
| Lpl Financial Llc | Clarksville | IN | 01/2025 | Present |
1.07/29/2025 - Grace Financial Services - DBA for LPL Business (entity for LPL business) - Inv Re - At reported Business location(s) - Start date: 08/01/2025 - 120hrs/mnth 6 hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-13 |
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