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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-18 |
| IN | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
8888 Keystone Crossing Suite 1300, Indianapolis, IN 46240 • United States
8888 Keystone Crossing Suite 500, Indianapolis, IN 46240 • 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 |
|---|---|---|---|---|
| Lincoln Financial Advisors | Carmel | IN | 05/2000 | 06/2017 |
| Association Member Benefits Advisor | Indianapolis | IN | 06/2017 | 12/2017 |
| Valic Financial Advisors, Inc. | Carmel | IN | 12/2017 | 11/2022 |
| Pruco Securities, Llc | Indianapolis | IN | 11/2022 | 11/2024 |
| The Prudential Insurance Co. Of America | Indianapolis | IN | 11/2022 | Present |
| Lpl Enterprise, Llc | Fishers | IN | 11/2024 | Present |
1) 08/21/2024- The Richardson Family Trust - Act in a Fiduciary Capacity- INV Related- At Fishers, IN- Start date 12/01/2011- 2 HRS MTH- 0 HRS During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-08 |
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