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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-01-02 |
Branch Locations
225 S East St Ste 156, Indianapolis, IN 46202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank, N.A. | Indianapolis | IN | 04/2021 | 12/2021 |
| J.P. Morgan Securities Llc | Indianapolis | IN | 04/2021 | 12/2021 |
| Jp Morgan Chase | Indianapolis | IN | 09/2017 | 04/2021 |
| Pnc Bank | Indianapolis | IN | 10/2016 | 05/2017 |
| Bmo Harris | Indianapolis | IN | 02/2016 | 10/2016 |
| Unemployed | Indianapols | IN | 06/2017 | 08/2017 |
| Lpl Financial Llc | Indianapolis | IN | 02/2023 | Present |
| Unemployed | New Palestine | IN | 01/2022 | 03/2022 |
| Department Of Financial Institutions | Indianapolis | IN | 03/2022 | 01/2023 |
| Elements Financial Fcu | Indianapolis | IN | 02/2023 | Present |
1) 01/24/2023 - Elements Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 2) 06/09/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Other - Notary - Notary of Indiana - Start Date 05/15/2023 - 1 Hour Per Month/ 1 Hour During Securities Trading 3) 12/19/2024 - Isageniz - Other - Isageniz LLC- Healthcare company - Not Investment Related - Home Based - Start Date 12/06/2024 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-10 |
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