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250 E. 96Th Street Suite 200, Indianapolis, IN 46240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-04-07 |
Branch Locations
250 E. 96Th Street Suite 200, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fishers | IN | 04/2024 | Present |
| Indiana University Bloomington | Bloomiington | IN | 08/2017 | 06/2021 |
| Marian University College Of Osteopathic Medicine | Indianapolis | IN | 08/2021 | 03/2024 |
| Hamilton Southeastern High School | Fishers | IN | 08/2013 | 06/2017 |
| Charter Advisory Corporation | Fishers | IN | 03/2025 | Present |
1) 04/18/2024 - Midwest Financial Group, Inc. - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 04/18/2024 - Midwest Financial Advisors, Inc. - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 3) 05/02/2025 - Charter Advisory Corporation - Investment Related - Registered Investment Advisor Hybrid - At reported business location(s) - Start Date:04/21/2025 - 10 Hrs/Mth - 10 Hrs During Trading. I provide investment advisory services through Charter Advisory Corporation, an independent investment advisor firm. I started this business activity in 4/2025. I expect to spend approximately 10 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-22 |
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