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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-16 |
| IL | RA | APPROVED | 2018-02-14 |
| IN | RA | APPROVED | 2018-02-14 |
| VA | RA | APPROVED | 2018-02-14 |
Branch Locations
635 S Earl Ave Ste C, Lafayette, IN 47904 • United States
55 W 94Th Pl, Crown Point, IN 46307 • United States
200 E Lincoln Way, Valparaiso, IN 46383 • United States
11030 96Th Pl, St. John, IN 46373 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oak Investment Services | Merrillville | IN | 03/2005 | 02/2018 |
| Lpl Financial Llc | Lafayette | IN | 02/2018 | Present |
1. 02/14/2018 - No Business Name - Investment Related - Non-Variable Insurance - SALE OF INSURANCE PRODUCTS - FIXED HEALTH, LIFE. 2. 02/14/2018 - OAK PARTNERS, INC. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 1/2014.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-07 |
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