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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-10-30
  • IN RA
    APPROVED
    Since 2025-10-30

Branch Locations

929 E. Center Street, Warsaw, IN 46580 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cedarville University Cedarville OH 08/2021 05/2025
Cap City Fine Diner And Bar Dublin OH 06/2024 08/2024
Lakeland Christian Academyu Winona Lake IN 08/2015 06/2021
Lpl Financial Warsaw IN 07/2025 Present
  • 08/2021 → 05/2025
    Cedarville University
    Cedarville, OH
  • 06/2024 → 08/2024
    Cap City Fine Diner And Bar
    Dublin, OH
  • 08/2015 → 06/2021
    Lakeland Christian Academyu
    Winona Lake, IN
  • 07/2025 → Present
    Lpl Financial
    Warsaw, IN
Other Businesses

1)09/08/2025 - Winona Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-30
  • S66 Uniform Combined State Law Examination
    2025-10-30

View on SEC IAPD

Other Firms

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