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250 E. 96Th Street Suite 200, Indianapolis, IN 46240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-12-20 |
| TX | RA | APPROVED | 2024-12-20 |
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 |
|---|---|---|---|---|
| High School & College | Arlington Heights | IL | 08/2009 | 05/2019 |
| Michigan State University | East Lansing | MI | 06/2019 | 04/2020 |
| None | East Lansing | MI | 05/2020 | 07/2020 |
| Lpl Financial, Llc | Indianapolis | IN | 08/2020 | Present |
| Charter Advisory Corp | Indianapolis | IN | 12/2020 | Present |
1. 1/5/2021 - CHARTER ADVISORY CORP - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 12/1/2020. 2. 3/5/2021 - Charter Advisory Corp - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - ADMIN. - Started 12/1/2020 - 160 Hours Per Month/8 Hours During Securities Trading - I provide administrative support to Charter Advisory Corp, an independent investment advisor firm. I started this business activity 12/2020. I expect to spend approximately 160 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-06-18 |
| S66 | Uniform Combined State Law Examination | 2021-03-05 |
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