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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-03-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purdue University | West Lafayette | IN | 08/2018 | 05/2022 |
| Polarkraft | Syracuse | IN | 05/2021 | 08/2021 |
| Clarity Financial | Mishiwaka | IN | 05/2020 | 08/2020 |
| Chore-Time | Milford | IN | 05/2018 | 05/2020 |
| Driven Innovations | Syracuse | IN | 05/2018 | 09/2018 |
| Uber | West Lafayette | IN | 08/2018 | 05/2022 |
| Veada | New Paris | IN | 04/2016 | 05/2018 |
| Lakeside Fitness | Syracuse | IN | 05/2015 | 05/2018 |
| Wawasee Highschool/Middle School | Syracuse | IN | 08/2011 | 05/2018 |
| Osaic Wealth, Inc. | Grand Rapids | MI | 06/2022 | 02/2024 |
| Lpl Financial Llc | South Bend | IN | 03/2024 | Present |
| Everwise Cu | South Bend | IN | 02/2024 | Present |
1- 03/04/2024 - Everwise Investment Services - DBA for LPL Business (entity for LPL business) - Investment Related - At reported business location(s) - 0 Hrs/Mth - 0 Hrs During Trading. 2) 06/23/2025 - Everwise Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At reported business location(s) - Start Date:02/20/2024 - 0 Hrs/Mth - 0 Hrs During Trading. 3) 07/21/2025 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date:07/01/2025 - 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-05 |
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