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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-11-20 |
Branch Locations
8888 Keystone Crossing Suite 500, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal United Mortgage | Indianapolis | IN | 01/2016 | 10/2016 |
| Loan Depot | Carmel | IN | 10/2016 | 08/2018 |
| Carrington Mortgage Services | Westfield | IN | 08/2018 | 06/2019 |
| Angie'S List | Indianapolis | IN | 06/2019 | 11/2019 |
| Intercontinental Capital Group | Indianapolis | IN | 11/2019 | 12/2020 |
| Carrington Mortgage Services | Westfield | IN | 12/2020 | 05/2022 |
| Chase Bank | Indianapolis | IN | 05/2022 | 03/2023 |
| Huntington National Bank | Carmel | IN | 03/2023 | 11/2025 |
| Lpl Enterprise Llc | Indianapolis | IN | 11/2025 | Present |
1. 11/05/2025 - HEIDI'S CLEAN & TIDY- Business Owner - ARCADIA, IN - Not Inv Related - OBA Start Date: 01/01/2019 - 0 Hour(s)/Month - 0 Hour(s) During Trading 2. 11/05/2025 - TOM GRIMSEY - Notary - ARCADIA, IN - Inv Related - OBA Start Date: 12/04/2024 - 1 Hour(s)/Month - 1 Hour(s) During Trading 3. 11/05/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Arcadia, IN - Inv Related - OBA Start Date: 10/30/2025 - 160 Hour(s)/Month - 160 Hour(s) During Trading 4. 11/05/2025 - THOMAS GRIMSEY N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Arcadia, IN - Inv Related - OBA Start Date: 10/30/2025 - 160 Hour(s)/Month - 160 Hour(s) During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-22 |
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