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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED | 2021-05-17 |
Branch Locations
7201 Mill Run Rd, Fort Wayne, IN 46819 • United States
357 N Tomahawk Trl, Nappanee, IN 46550 • 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 |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 03/2005 | 02/2017 |
| Lincoln Investment | Fort Wayne | IN | 01/2017 | 02/2017 |
| Voya Financial Advisors, Inc. | Fort Wayne | IN | 02/2017 | 05/2021 |
| Lpl Financial Llc | Fort Wayne | IN | 05/2021 | Present |
1) 5//142021- Non-Variable Insurance- Agent selling Life, Health LTC Life- Inv. Related- Fort Wayne, IN- start date 2/1/2004- 2hrs/mth 2) 5/14/2021- The Founders Advisors LLP- DBA for LPL Business (entity for LPL business)- Inv. Related-Fort Wayne, IN- start date 5/2021- 160hrs/mth 3) 5/14/2021- RT Hooker Inc- Business Entity For Tax/Investment Purposes Only- Inv. Related- Roanoke, IN- start date 5/2018 4) 5/14/2021- Hooker and Martin Properties- Business Entity For Tax/Investment Purposes Only- Inv. Related- Roanoke, IN- start date 2/2004
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-21 |
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