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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-09-18 |
| IN | RA | APPROVED | 2024-07-11 |
Branch Locations
4400 Miami Rd, South Bend, IN 46614 • United States
1372 S. Centerville Rd, Sturgis, MI 49091 • United States
1112 N Detroit St, Lagrange, IN 46761 • United States
382 N. Cleveland Road, Granger, IN 46530 • United States
2317 W. Western Ave,, South Bend, IN 46619 • United States
1000 N Main St, Monticello, IN 47960 • United States
202 E 9Th St, Rochester, IN 46975 • United States
12 N. Broadway, Peru, IN 46970 • United States
601 Jackson Street, Laporte, IN 46350 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Elkhart | IN | 07/2011 | 06/2018 |
| Jp Morgan Chase Bank, N.A. | Elkhart | IN | 06/2018 | 10/2019 |
| Cuna Mutual / United Federal Cu | Waverly | IA | 10/2019 | 08/2020 |
| Infinex / Flagstar Bank | Laporte | IN | 08/2020 | 12/2023 |
| Edward Jones | St Louis | MO | 01/2024 | 02/2024 |
| Pnc Investments | Warsaw | IN | 02/2024 | 07/2024 |
| Lpl Financial | Laporte | IN | 07/2024 | Present |
| Flagstar Bank N.A. | Laporte | IN | 07/2024 | Present |
1 - 07/05/2024 - Flagstar Wealth Services - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-22 |
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