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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-05-10 |
| IN | RA | APPROVED | 2009-11-30 |
Branch Locations
9901 Fall Creek Road, Indianapolis, IN 46256-4804 • United States
385 S Main St, Zionsville, IN 46077 • United States
4805 E 96Th Street, Indianapolis, IN 46240 • United States
15941 Cumberland Road, Noblesville, IN 46060 • United States
15941 Cumberland Rd, Noblesville, IN 46060 • United States
8930 E 56Th Street, Indianapolis, IN 46216 • United States
6135 N. College Ave., Indianapolis, IN 46220 • United States
802 Edwards Drive, Plainfield, IN 46168 • United States
1430 S Rangeline Rd, Carmel, IN 46032 • United States
5436 W 38Th Street, Indianapolis, IN 46254 • United States
900 E 96Th St Ste 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 |
|---|---|---|---|---|
| Old National Bank | Zionsville | IN | 11/2009 | Present |
| Lpl Financial, Llc | Zionsville | IN | 11/2009 | Present |
1. 02/09/2024 - Old National Bank - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Financial Advisor - Started 10/23/2023 - 5 Hrs/mo During Trading 2. 04/01/2025- Investment products and services are offered through LPL Financial LLC using the DBA/trade name Old National Wealth Advisors- INV Related- At Reported Business Location(s)- Start date 4/1/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-27 |
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