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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2021-10-11 |
Branch Locations
9708 Brownsboro Rd, Louisville, KY 40241 • United States
400 W Market St Ste 2500, Louisville, KY 40202 • United States
4201 Shelbyville Rd, Louisville, KY 40207 • United States
110 W Vine St Ste 100, Lexington, KY 40507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Louisville | KY | 05/2015 | 06/2018 |
| Bb&T | Louisville | KY | 06/2018 | 01/2019 |
| Bb&T Securities, Llc | Richmond | VA | 06/2018 | 10/2021 |
| Bb&T | Louisville | KY | 01/2019 | 10/2021 |
| Truist Investment Services, Inc. | Louisville | KY | 02/2021 | 10/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 10/2021 |
| Lpl Financial Llc | Louisville | KY | 10/2021 | Present |
| Old National Bank | Louisville | KY | 10/2021 | Present |
1) 02/09/2024 - Old National Bank - Non-Inv Related - At Reported Business location(s) - Financial Institution Duty - Financial Advisor, Wealth Advisor, VP - Started: 10/5/2023 - 5 hrs/Mo During Trading. 2) 10/15/2024 - Real Estate Rental - Investment Related - Louisville, KY - Start Date 09/03/2024 - 5 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-19 |
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