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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-04-09 |
| IN | RA | APPROVED | 2025-04-09 |
Branch Locations
7962 Oaklandon Rd Suite 111, Indianapolis, IN 46236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Indianapolis | IN | 01/2020 | 08/2024 |
| J.P. Morgan Securities Llc | Indianapolis | IN | 01/2020 | 08/2024 |
| Indianapolis Marriott Downtown | Indianapolis | IN | 04/2018 | 12/2019 |
| Cfo One Mission Society | Greenwood | IN | 02/2017 | 04/2018 |
| Advanced Quality Solutions | Muncie | IN | 10/2015 | 05/2017 |
| Ball State University | Muncie | IN | 08/2013 | 05/2017 |
| The Prudential Insurance Company Of America | Indianapolis | IN | 09/2024 | Present |
| Pruco Securities Llc | Indianapolis | IN | 09/2024 | 11/2024 |
| Lpl Enterprise, Llc | Swansea | IL | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2020-03-06 |
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