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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-13 |
| IN | RA | APPROVED | 2026-01-12 |
| TX | RA | APPROVED | 2026-01-12 |
Branch Locations
6201 North Park Ave, Indianapolis, IN 46220 • United States
504 Plant St, Winter Garden, FL 34787 • United States
Winter Garden, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harris & Associates | Indianapolis | IN | 04/2019 | 01/2026 |
| The Home Depot | Doraville | GA | 04/2017 | 02/2019 |
| Lockheed Martin | Marietta | GA | 08/2009 | 04/2017 |
| Woodbury Financial Services Inc | Indianapolis | IN | 08/2019 | 01/2024 |
| Osaic Wealth, Inc. | Orlando | FL | 01/2024 | 01/2026 |
| Lpl Financial, Llc | Winter Garden | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-10 |
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