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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-07-21 |
| KY | RA | APPROVED | 2010-09-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Onb Investment Services | Madisonville | KY | 03/1994 | Present |
| Lpl Financial Services | Charlotte | NC | 11/2009 | Present |
1. 03/01/2024 - OLD NATIONAL BANK - Financial Institution Duty - Not Investment Related - At Reported Business Location(s) - Start Date 10/05/2023 - 5 Hours Per Month/ 5 Hours During Trading 2. 03/31/2025 - 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-19 |
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