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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-03-25 |
| NC | RA | APPROVED | 2026-03-25 |
Branch Locations
9635 Saric Ct. Suite 100, Highland, IN 46322 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 06/2023 | 02/2026 |
| Self-Employed | Charlotte | NC | 10/2022 | 09/2023 |
| Self-Employed | Charlotte | NC | 06/2023 | 02/2026 |
| The Vanguard Group, Inc. | Mokena | IL | 06/2022 | 08/2022 |
| Diversified Wealth Solutions | Highland | IN | 06/2020 | 08/2020 |
| Diversified Wealth Solutions | Highland | IN | 05/2021 | 08/2021 |
| Mcdonalds | Homer Glen | IL | 03/2019 | 08/2019 |
| Mcdonalds | Homer Glen | IL | 04/2020 | 08/2020 |
| Lockport Park District | Lockport | IL | 04/2018 | 08/2019 |
| Lockport Township High School | Lockport | IL | 08/2015 | 06/2019 |
| University Of Illinois Urbana-Champaign | Champaign | IL | 08/2019 | 05/2023 |
| Vinci Enterprises Inc Llc | Highland | IN | 12/2024 | 01/2025 |
| Vanguard Marketing Corporation | Charlotte | NC | 06/2023 | 02/2026 |
| Vanguard Advisers, Inc. | Charlotte | NC | 08/2023 | 03/2026 |
| Lpl Financial Llc | Highland | IN | 03/2026 | Present |
1. 02/2026 - Diversified Wealth Solutions - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported Business Location(s) - Start Date 2/24/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-18 |
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