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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-31 |
| IN | RA | APPROVED | 2022-01-12 |
Branch Locations
926 Erskine Plaza, South Bend, IN 46614 • United States
2060 E Ireland Rd, South Bend, IN 46614 • United States
Student Ctr Rm 157, Notre Dame, IN 46556 • United States
848 W Michigan St, New Carlisle, IN 46552 • United States
133 N 4Th St, Lafayette, IN 47901 • United States
Student Center Room 157, Notre Dame, IN 46556 • United States
100 N. Michigan Street, South Bend, IN 46601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2018 | 01/2022 |
| Unemployed | Plymouth | IN | 05/2018 | 08/2018 |
| Boys & Girls Club Of Marshall County | Plymouth | IN | 11/2000 | 05/2018 |
| Lpl Financial, Llc | South Bend | IN | 01/2022 | Present |
| 1St Source Bank | South Bend | IN | 01/2022 | Present |
1) 1/2022 - Financial Institution Duty - 1st Source Bank - Investment Related - 25% - South Bend, IN 46601 2) 1/2022 - DBA for LPL Business (entity for LPL business) - 1st Source Asset Advisors - Investment Related - South Bend, IN 46601
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-06 |
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