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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-07-21 |
Branch Locations
8930 E 56Th Street, Indianapolis, IN 46216 • United States
9901 Fall Creek Road, Indianapolis, IN 46256-4804 • United States
1510 W. Southport Road, Indianpolis, IN 46217 • United States
900 S State Road 135, Greenwood, IN 46143-9414 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Indianapolis | IN | 11/2019 | 01/2023 |
| Cvs Health | Indianapolis | IN | 06/2009 | 10/2019 |
| Fifth Third Securities | Indianapolis | IN | 08/2021 | 01/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Indianapolis | IN | 01/2023 | 07/2026 |
| Bank Of America, N.A. | Indianapolis | IN | 02/2023 | 07/2026 |
| Old National Bank | Greenwood | IN | 07/2026 | Present |
| Lpl Financial Llc | Greenwood | IN | 07/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Old National Wealth Advisors - Investment Related - At Reported Business Location(s) - Start Date: 07/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-17 |
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