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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2011-10-11 |
Branch Locations
2215 Holiday Dr, Janesville, WI 53545 • United States
500 East Walworth Ave., Delavan, WI 53115 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Janesville | WI | 10/2011 | Present |
| Old National Bank | Janesville | WI | 05/2016 | Present |
1. 11/10/2023 - Old National Bank Corporation - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Wealth Advisor - Start Date: 10/05/2023 - 5 Hours Per Month/5 Hours During Securities Trading 2. 04/02/2025 - Old National Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2025 - 0 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-30 |
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