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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-29 |
| IN | RA | APPROVED | 2014-08-29 |
Branch Locations
3500 Depauw Blvd, Suite 2042, Indianapolis, IN 46268 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Indianapolis | IN | 08/2014 | Present |
(1) 08/29/2014: SDK DESIGN SERVICES, INC - NOT INV REL - HOME BASED - INTERIOR DESIGN CONSULTING BUSINESS - 2% OF TIME SPENT, NOT DURING SECS TRDG HRS - CO-OWNER: HANDLE CHECKBOOK, INVOICING, AND BILL PAYMENT (2) 5/24/2019 - Perspective Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/01/2019 - 180 Hours Per Month/8 Hours During Securities Trading (3) 06/05/2024 - SDK Properties, LLC - Inv Related - Indianapolis, IN - Real Estate Rental - Started: 6/1/2024 - 2 Hrs/Mo; 0 Hr During Trading. (4) 04/02/2026 - Perspective Financial Group, Inc. - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 03/18/2026 - 20 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-12 |
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