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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-05-13 |
Branch Locations
55 W 94Th Pl, Crown Point, IN 46307 • United States
11030 96Th Pl, St. John, IN 46373 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Butler University | Indianapolis | IN | 08/2019 | 05/2023 |
| Oak Partners Inc. | Crown Point | IN | 05/2020 | 08/2020 |
| Teachers Credit Union (Now Everwise Credit Union) | Avon | IN | 05/2022 | 12/2022 |
| Butler Bulldog Club | Indianapolis | IN | 09/2021 | 03/2023 |
| Vincere Wealth Management | Indianapolis | IN | 01/2023 | 04/2023 |
| Walsh Construction Co. | Chicago | IL | 05/2023 | 02/2024 |
| Oak Partners Inc. | Crown Point | IN | 02/2024 | Present |
| Andrean High School | Merrillville | IN | 08/2015 | 08/2019 |
| Lpl Financial Llc | Crown Point | IN | 03/2024 | Present |
1- 03/2024 / Oak Partners Inc / DBA for LPL Business (entity for LPL Business) / Investment Related / 160 hrs mth / 40 hrs during trading / At reported business location(s) 2- 03/2024 / Oak Partners Principal Management Group / DBA for LPL Business (entity for LPL Business) / Investment Related / 160 hrs mth / 40 hrs during trading / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-13 |
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