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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-04-30 |
| IN | RA | APPROVED | 2009-12-03 |
Branch Locations
One Dcb Plaza, Jasper, IN 47546 • United States
1155 Main Street, Ferninand, IN 47532 • 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 |
|---|---|---|---|---|
| Onb Investment Services, Inc. | Jasper | IN | 09/2001 | Present |
| Lpl Financial Llc | Jasper | IN | 11/2009 | Present |
1. 04/14/2011 - WELP RENTAL PROPERTIES - REAL ESTATE RENTAL - Investment Related - 0% TIME SPENT - JASPER, IN 2. 04/02/2025 - Old National Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/02/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-19 |
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