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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| SC | RA | APPROVED | 2025-01-01 |
| IL | RA | APPROVED | 2018-02-14 |
| IN | RA | APPROVED | 2018-02-14 |
| MA | RA | APPROVED | 2018-02-14 |
| NM | RA | APPROVED | 2018-02-14 |
| OH | RA | APPROVED | 2018-02-14 |
| PA | RA | APPROVED | 2018-02-14 |
| TX | RA | APPROVED_RES | 2018-02-14 |
Branch Locations
55 W 94Th Pl, Crown Point, IN 46307 • United States
1095 Nimitzview Drive Suite 302, Cincinnati, OH 45230 • United States
200 E Lincoln Way, Valparaiso, IN 46383 • United States
11030 96Th Pl, St. John, IN 46373 • 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 |
|---|---|---|---|---|
| Oak Partners Inc | Merrillville | IN | 12/1993 | Present |
| Sii Investments, Inc. | Merrillville | IN | 12/1998 | 02/2018 |
| Lpl Financial Llc | Crown Point | IN | 02/2018 | Present |
1.10/24/2017; Investment products and services are offered through LPL Financial LLC using the DBA/trade name OAK PARTNERS INC; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 2.10/24/2017; Investment products and services are offered through LPL Financial LLC using the DBA/trade name OAK PARTNERS LLC; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 3.10/24/2017; THE TIMES MEDIA GROUP; Author; Investment Related; ; Start Date ; hrs/mth; hrs during trading 4.10/24/2017; Oak Partners Inc; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 5.08/22/2018; IGottaGuy LLC; Other - RV Rental; Investment Related; Hebron,IN; Start Date 07/21/2018; 10hrs/mth; 0hrs during trading 6.05/28/2019; Alfredo Marc Ruiz; Other - Notary; Investment Related; 55 W 94th Place,Crown; Start Date 05/24/2019; 1hrs/mth; 1hrs during trading 7.06/17/2020; Hansen Ruiz LLC; Real Estate Rental; Investment Related; ; Start Date 04/20/2020; 0hrs/mth; 0hrs during trading 8.10/28/2021; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Oak Partners Principal Management Group; Investment Related; at Reported Business Location(s); Start Date 02/14/2018; 1hrs/mth; 1hrs during trading 9.01/23/2023; Horizon Bank Corp.; For-Profit Board Member; Not Investment Related; 8590 Broadway,Merrillville; Start Date 01/03/2023; 1hrs/mth; 1hrs during trading 10.06/23/2026; BaseCamp Valpo; Business Owner; Not Investment Related; Valparaiso,IN; Start Date 06/12/2026; 1hrs/mth; 0hrs during trading 11.08/06/2026; 603 Elm LLC; Real Estate Rental; Investment Related; Hebron,IN; Start Date 08/17/2026; 1hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-23 |
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