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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-06-05 |
Branch Locations
8888 Keystone Crossing Suite 500, Indianapolis, IN 46240 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Brownsburg | IN | 01/2016 | 10/2018 |
| Bethel United Methodist Church | Indianapolis | IN | 11/2001 | 04/2022 |
| Jpmorgan Chase Bank, N.A. | Indianapolis | IN | 01/2019 | 05/2025 |
| J.P. Morgan Securities Llc | Indianapolis | IN | 01/2019 | 05/2025 |
| Brownsburg Community School Corporation | Brownsburg | IN | 11/2022 | 12/2022 |
| Lpl Enterprise | Indianapolis | IN | 06/2025 | Present |
1. 06/2025 - Brownsburg High School Show Choirs Band - Artist/ Musician - Brownsburg, IN - NOT INV REL - Start Date 02/01/2021- 20hrs/MTH 2. 06/05/2025 - N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Investment Related - At Reported Business Location(s) - Start Date 27-MAY-25 - 160 hours per month/ during trading 3. 05/27/2026 - Shambaugh Strategic Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/22/2026 - 200 hours per month/ 160 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-27 |
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