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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-05-18 |
Branch Locations
2890 Frontier Dr, Warsaw, IN 46582 • United States
1930 E Ireland Rd, South Bend, IN 46614 • United States
201 Goshen Road, Plymouth, IN 46563 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 04/2018 | Present |
| Teacher Credit Union | Mishawaka | IN | 12/2018 | Present |
| Gates Automotive Group | South Bend | IN | 01/2017 | 12/2018 |
| Applebee's Grill And Bar | Plymouth | IN | 06/2016 | 01/2017 |
| Lpl Financial Llc | Warsaw | IN | 05/2022 | Present |
1) 05/18/2022- TCU Wealth Management-Investment Related- At Reported Business Location(s)-DBA for LPL Business (entity for LPL business) 2) 05/09/2023 - Everwise Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 5/21/2023 3) 05/09/2023 - Everwise Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 5/21/2023 4) 05/09/2023 - Everwise Wealth Management, Retirement & Investment - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 5/21/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-28 |
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