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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-01-03 |
| FL | RA | APPROVED | 2018-12-17 |
| CT | RA | APPROVED | 2018-12-13 |
| TX | RA | APPROVED_RES | 2018-12-06 |
Branch Locations
2025 Edison Rd Ste A, South Bend, IN 46637 • United States
210 S Michigan St, South Bend, IN 46601 • United States
Saint Mary'S College, Notre Dame, IN 46556 • United States
111 West Edison Rd, Mishawaka, IN 46545 • United States
3457 Portage Rd, South Bend, IN 46628 • United States
2102 East Ireland Rd, South Bend, IN 46614 • United States
1614 E Day Rd, Mishawaka, IN 46545 • United States
525 S Mayflower Rd, South Bend, IN 46619 • United States
14535 State Rd 23, Granger, IN 46530 • United States
3567 E Sunrise Dr, Tucson, AZ 85718 • United States
1828 Moreau Dr, Notre Dame, IN 46556 • 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 |
|---|---|---|---|---|
| Notre Dame Federal Credit Union | Notre Dame | IN | 10/2004 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 12/2018 |
| Notre Dame Federal Credit Union | South Bend | IN | 12/2018 | Present |
| Lpl Financial, Llc | South Bend | IN | 12/2018 | Present |
1.12/04/2018; Fixed Insurance; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 2.10/08/2019; Investment products and services are offered through LPL Financial LLC using the DBA/trade name PRIVATE MEMBER GROUP - WEALTH MANAGEMENT; Investment Related; at Reported Business Location(s); Start Date 09/18/2019; 160hrs/mth; 160hrs during trading 3.11/22/2019; Investment products and services are offered through LPL Financial LLC using the DBA/trade name PRIVATE MEMBER GROUP; Investment Related; at Reported Business Location(s); Start Date ; 160hrs/mth; 8hrs during trading 4.04/22/2022; None; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 03/30/2022; 5hrs/mth; 0hrs during trading 5.11/10/2022; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Mission Investment Services; Investment Related; at Reported Business Location(s); Start Date 12/05/2022; 160hrs/mth; 130hrs during trading 6.07/07/2023; Mission Management and Trust; Financial Institution Duty; Investment Related; at Reported Business Location(s); Start Date 06/01/2023; 1hrs/mth; 1hrs during trading 7.09/17/2024; Karing Hearts Senior In-Home Care; Other - Senior In-Home Care; Not Investment Related; My residence: 1810 Alfton Ct,South; Start Date 09/01/2024; 2hrs/mth; 0hrs during trading 8.12/18/2025; None; Real Estate Rental; Investment Related; South Bend,IN; Start Date 12/25/2025; 1hrs/mth; hrs during trading 9.08/06/2026; SGH Services LLC; Real Estate Rental; Investment Related; Goshen,IN; Start Date 07/01/2026; 1hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-19 |
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