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7912 Carnegie Boulevard, Fort Wayne, IN 46804 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-01-25 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-02-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Fort Wayne | IN | 07/2015 | 09/2018 |
| Jpmorgan Chase Bank | Fort Wayne | IN | 07/2015 | 09/2018 |
| Lpl Financial Llc | Fort Wayne | IN | 09/2018 | Present |
| Summit Consultants, Inc. | Fort Wayne | IN | 09/2018 | Present |
1. 9/26/2018 - No Business Name - Investment Related - 10120 Coldwater Road, Fort Wayne IN 46818 - Notary - Start Date: 8/21/18 - 2 Hours Per Month - Time Spent 1%. 2. 9/26/2018 - Summit Consultants, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 3. 4/3/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Representative - Start Date - 04/03/2023 - 2 Hours Per Month/2 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-09-04 |
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