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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-26 |
| IN | RA | APPROVED | 2021-03-24 |
Branch Locations
12620 East 116Th Street, Fishers, IN 46037 • United States
17269 Mercantile Blvd, Noblesville, IN 46060 • United States
7150 E 116Th Street, Fishers, IN 46038 • United States
6205 Allisonville Rd, Indianapolis, IN 46220 • United States
2800 South Reed Road, Kokomo, IN 46904 • United States
350 Logan Street, Noblesville, IN 46060 • United States
13225 Tegler Drive, Noblesville, IN 46060 • United States
110 East Jefferson Street, Tipton, IN 46072 • United States
2135 North Washington, Kokomo, IN 46901 • United States
2206 West Sycamore Street, Kokomo, IN 46901 • United States
Fishers, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris Financial Advisors, Inc | Indianapolis | IN | 07/2013 | Present |
| Lpl Financial Llc | Indianapolis | IN | 03/2021 | Present |
1) 03/24/2021 - DBA for LPL Business (entity for LPL business) - BMO Investment Services - Investment Related - NOBLESVILLE, IN 2) 07/25/2022 - No Business Name - Investment Related - Destin, FL 32541 - Real Estate Rental - Start Date - 10/01/2022 - 1 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-19 |
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