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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-09-26 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
329 North State Street, Greenfield, IN 46140 • United States
329 North State Street, Greenfiled, IN 46140 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcintosh Cpa Llc | Knightstown | IN | 09/2011 | Present |
| National Planning Corporation | Greenfield | IN | 07/2014 | 10/2017 |
| Royal Alliance | Greenfield | IN | 10/2017 | 09/2023 |
| Lpl Financial | Greenfield | IN | 09/2023 | Present |
1- 09/2023 / Tillett Financial / Non-Variable Insurance / INVESTMENT RELATED / 1 HRS MNTH / START DATE 08/01/2013 2- 09/2023 / Mclntosh CPA,LLC / Tax Prep/Accounting/CPA / INVESTMENT RELATED / 40 HRS MNTH / 40 HRS DURING TRADING / START DATE 09/02/2011 3- 09/2023 / REAL ESTATE RENTAL / INVESTMENT RELATED / 1 HRS MNTH / START DATE 10/01/2010 4- 09/2023 / Tillett Financial / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / 120 HRS MNTH / 120 HRS DURING TRADING / START DATE 9/02/2011
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-23 |
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