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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-11-15 |
| IN | RA | APPROVED | 2011-05-03 |
Branch Locations
2801 E Buick Cadillac Blvd, Bloomington, IN 47401 • United States
1117 E. Tipton, Seymour, IN 47274 • United States
3805 25Th Street, Columbus, IN 47203 • United States
1420 N State Street, North Vernon, IN 47265 • United States
4330 Jonathan Moore Pike, Columbus, IN 47201 • 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 | Bloomington | IN | 05/2011 | Present |
| Old National Bank | Bloomington | IN | 05/2011 | Present |
1. 12/8/2020 - Old National Bank - Investment Related - At Reported Business Location(s) - Financial Institution Duty - LPL Financial Advisor - Start Date: 1/2/2020 - 1 Hour Per Month/1 Hour During Securities 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-17 |
| S65 | Uniform Investment Adviser Law Examination | 1996-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-13 |
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