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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-11-03 |
Branch Locations
12725 Old Meridian St, Carmel, IN 46032 • United States
7110 W 10Th St, Indianapolis, IN 46214 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Indianapolis | IN | 04/2017 | 10/2022 |
| Ccp | Indianapolis | IN | 02/2016 | 04/2017 |
| Fifth Third Securities | Indianapolis | IN | 05/2019 | 10/2022 |
| Lpl Financial | Avon | IN | 10/2022 | 07/2024 |
| Teachers Credit Union | Avon | IN | 10/2022 | 04/2025 |
| Foundations Investment Advisors, Llc | Phoenix | AZ | 08/2024 | 04/2025 |
| Omega Wealth Private Capital Llc | Cincinnati | OH | 04/2025 | 10/2025 |
| Asset Preservation | Indianapolis | IN | 07/2024 | 04/2025 |
| Indiana Members Credit Union | Carmel | IN | 11/2025 | Present |
| Lpl Financial Llc | Carmel | IN | 11/2025 | Present |
1.10/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Indiana Members Investment Services Investment related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA start date: 11/3/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-23 |
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