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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-07-10 |
| IN | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
1001 Chestnut Hills Pkwy Suite 110, Fort Wayne, IN 46814 • 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 |
|---|---|---|---|---|
| New York Life Insurance Company | Fort Wayne | IN | 09/2016 | 11/2019 |
| Nylife Securities, Llc | Fort Wayne | IN | 11/2016 | 11/2019 |
| Unemployed | Fort Wayne | IN | 05/2015 | 09/2016 |
| Unemployed | Fort Wayne | IN | 11/2019 | 01/2020 |
| Next Financial Group | Fort Wayne | IN | 01/2020 | 07/2025 |
| Lpl Financial Llc | Fort Wayne | IN | 07/2025 | Present |
1- 07/2025 - Inheritance Financial Solutions - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/01/2020 - 200 hours per month/ 140 hours during trading 2- 07/2025 - Inheritance Financial Solutions - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 11/01/2017 - 20 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-18 |
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