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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-10-08 |
Branch Locations
300 W Lincoln Ave, Goshen, IN 46526 • United States
4330 Elkhart Rd., Goshen, IN 46526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baird | Mishawaka | IN | 04/2017 | 04/2019 |
| Interra Credit Union | Goshen | IN | 09/2014 | 04/2017 |
| Unemployed | Elkhart | IN | 04/2019 | 03/2020 |
| Baird | Mishawaka | IN | 03/2020 | 04/2023 |
| Edward Jones | St Louis | MO | 06/2023 | Present |
| Lpl Financial Llc | Goshen | IN | 10/2023 | Present |
| Interra Credit Union | Goshen | IN | 10/2023 | Present |
1) 10/06/2023 - INTERRA INVESTMENTS / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-26 |
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