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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-09-15 |
Branch Locations
250 E 96Th St, #200, Indianapolis, IN 46240 • United States
Zionsville, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charter Advisory Corporation | Indianapolis | IN | 02/2012 | Present |
| Self Employed | Indpls | IN | 08/1987 | Present |
| Lpl Financial Llc | Indianapolis | IN | 09/2009 | Present |
(1) 9/20/2012 - Charter Advisory Corporation - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 02/2012 - 32 Hours Per Month - Time Spent 20% - I provide investment advisory services through Charter Advisory Corporation, an independent investment advisor firm. I started this business activity in 02/2012. I expect to spend approximately 32 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (2) 1/31/2013: DBA ONLY - CHARTER ADVISORY CORP - INDIANAPOLIS, IN (3) 10/15/2014 - MUSLEH FINANCIAL GROUP - NON-VARIABLE INSURANCE - TIME SPENT 40 HOURS PER MONTH - INDIANAPOLIS, IN (4) 03/13/2019 - Musleh Financial Group - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:10/01/2018 - 160 hrs/mo - 120 hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-10 |
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