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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-01-29 |
Branch Locations
2429 Poplar St, Terre Haute, IN 47803 • United States
701 Wabash Ave, Terre Haute, IN 47807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Indianapolis | IN | 03/2021 | 12/2021 |
| Wallace Bros Trash | Brazil | IN | 06/2020 | 03/2021 |
| Pipe Trades Industry Health And Welfare Plan | Terre Haute | IN | 10/2009 | 05/2020 |
| Mml Investors Services, Llc | Indianapolis | IN | 06/2021 | 12/2021 |
| Guardian Life Insurance Company Of America | Indianapolis | IN | 12/2021 | 01/2024 |
| Park Avenue Securities | Indianapolis | IN | 01/2022 | 01/2024 |
| Lpl Financial | Terre Haute | IN | 01/2024 | Present |
1) 01/29/2024 - Stage Hands - Concert/Event setup & take down - Non-Inv Rel - Terre Haute, IN - Start: 02/2011 - 4 Hr/Mth 2) 10/28/2024 - B C Moore LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 09/26/2024 - 4 Hours Per Month/ 0 Hours During Trading 3) 04/01/2025 - Old National Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2025 - 0 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-09 |
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