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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-09 |
| IN | RA | APPROVED | 2022-06-15 |
Branch Locations
812 E Main St, Greenfield, IN 46140 • United States
Westfield, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services | St. Louis | MO | 07/2018 | 06/2020 |
| Rhi General Group | San Ramon | CA | 07/2018 | 10/2018 |
| Crossfit Lycurgus | Burlington | IA | 08/2016 | 07/2018 |
| Body Evolution Crossfit | Fishers | IN | 07/2020 | 12/2021 |
| Summit Strength & Crossfit Ssp | Indianapolis | IN | 07/2020 | 11/2021 |
| Lpl Financial Inc. | Greenfield | IN | 12/2021 | Present |
1) 12/2021- Forty Financial- DBA for LPL Business (entity for LPL business)- inv. related- Greenfield, IN 2) 12/17/2021 - Body Evolution Crossfit - Not Investment Related - 10430 Olio Rd, Fishers, IN 46040 - Outside/W-2 Employment - Start Date: 07/2020 - 24 Hours Per Month/0 Hours During Securities Trading - Time Spent 10% - Part-time group trainer. 3) 04/21/2022 - Crossfit Westfield - Not Investment Related - 520 Industrial Dr. D, Carmel, IN 46032 - Outside/W-2 Employment - Crossfit Coach - Start Date - 04/01/2022 - 15 Hours Per Month/ 0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-10 |
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