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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-16 |
| IN | RA | APPROVED | 2014-09-25 |
Branch Locations
9820 Westpoint Drive Ste. 400, Indianapolis, IN 46256 • United States
Southlake, TX • United States
9820 Westpoint Drive Suite 400, Indianapolis, IN 46256-3365 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2014-11-13 |
Branch Locations
9820 Westpoint Drive Suite 400, Indianapolis, IN 46256-3365 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Indianapolis | IN | 05/2012 | Present |
| Harbour Wealth Partners | Indianapolis | IN | 09/2014 | Present |
(1)09/18/2014 - HARBOUR WEALTH PARTNERS - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - DBA NAME - TIME SPENT 160 HOURS PER MONTH - INDIANAPOLIS, IN (2) 10/08/2014 - ANTENIELLE.BELL@LIVEWELLSLEEPWELL.COM - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - TIME SPENT 160 HOURS PER MONTH - INDIANAPOLIS, IN (3) 11/14/2014 - HARBOUR WEALTH PARTNERS - REGISTERED INVESTMENT ADVISOR - (FP) HARBOUR WEALTH PARTNERS - TIME SPENT 160 HOURS PER MONTH - INDIANAPOLIS, IN 4) 08/08/2017-Harbour Wealth Partners-investment related- At reported business location(s)-Registered Investment Advisor Hybrid-Provide financial advice for a fee as well as brokerage business.-start 07/25/2017-Hours per month 160/ hours during trading 8
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-12 |
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