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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-02-17 |
Branch Locations
100 N. Michigan Street, South Bend, IN 46601 • United States
2230 S Bend Ave, South Bend, IN 46635 • United States
3655 Portage Ave, South Bend, IN 46628 • United States
2323 S Michigan St, South Bend, IN 46614 • United States
52990 State Rd 933, South Bend, IN 46637 • United States
4050 W Western Ave, South Bend, IN 46619 • United States
021 Lafortune Student Ctr, Notre Dame, IN 46556 • United States
4105 Lincolnway W, South Bend, IN 46628 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Notre Dame Federal Credit Union | Notre Dame | IN | 05/2011 | 12/2016 |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 12/2016 |
| Cuso Financial Services, Lp | San Diego | CA | 01/2017 | 08/2017 |
| United Federal Credit Union | Niles | MI | 01/2017 | 08/2017 |
| Wells Fargo Advisors Financial Network, Llc | Mishawaka | IN | 05/2018 | 02/2026 |
| Lowes Inc | South Bend | IN | 08/2017 | 03/2018 |
| Unemployed | Mishawaka | IN | 03/2018 | 05/2018 |
| 1St Source Bank | South Bend | IN | 02/2026 | Present |
| Lpl Financial Llc | South Bend | IN | 02/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name 1st Source Asset Advisors - Investment Related - At Reported Business Location(s) - Start Date: 02/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-21 |
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