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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-06-21 |
| TX | RA | APPROVED_RES | 2023-06-21 |
Branch Locations
6209 Constitution Drive, Fort Wayne, IN 46804 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
6209 Constitution Drive, Fort Wayne, IN 46804 • 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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 05/2005 | 06/2023 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 05/2005 | 06/2023 |
| Jehl & Kreilach Financial Management | Ft. Wayne | IN | 05/2005 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2005 | 06/2023 |
| Lpl Financial Llc | Fort Wayne | IN | 06/2023 | Present |
1) 05/24/2023 - Parkview Health Systems - Non-Profit Board Member - Finance Committee Member - IN 46835 - Non investment related - 2 Hours per month - Start Date: 12/02/2013. 2) 05/24/2023 - FW HOOSIERS PROPERTIES LLC - Business Entity For Tax/Investment Purposes Only - IN 46804 - Non investment related - 1 Hour per month - Start Date: 10/01/2018. 3) 05/24/2023 - JEHL & KREILACH FINANCIAL MANAGEMENT, LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 4) 05/24/2023 - Non-Variable Insurance - Selling: Life, Disability, LTC - IN 46804 - Investment related - 1 Hour per month - Start Date: 05/02/2005.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-10 |
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