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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-27 |
| IN | RA | APPROVED | 2024-02-02 |
Branch Locations
841 N Cass St, Wabash, IN 46992 • United States
1541 N. Main Street, Rushville, IN 46173 • United States
2204 N. Wayne Street, Angola, IN 46703 • United States
101 South Main St., Bluffton, IN 46714 • United States
2720 Guilford St, Huntington, IN 46750 • United States
2720 Guilford Street, Huntington, IN 46750 • United States
1536 State Rd 930 East, New Haven, IN 46774 • United States
115 Hospital Dr, Van Wert, OH 45891 • United States
1 Yorkshire Dr., Decatur, IN 46733 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Wells Fargo Advisor, Llc | Fort Wayne | IN | 03/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fort Wayne | IN | 11/2016 | 10/2018 |
| Fifth Third Securities | Fort Wayne | IN | 10/2018 | 02/2020 |
| Fifth Third Bank | Fort Wayne | IN | 10/2018 | 02/2020 |
| Unemployed | Fort Wayne | IN | 02/2020 | 03/2020 |
| Infinex Investments, Inc. | Meriden | CT | 04/2020 | 01/2024 |
| Flagstar Bank | Fort Wayne | IN | 03/2020 | Present |
| Lpl Financial | Fort Wayne | IN | 02/2024 | Present |
1- 02/2024 / Investment products and services are offered through LPL Financial LLC using the DBA/trade name Flagstar Wealth Services / Investment Related / At Reported Business Location(s) 2- 02/2024 / 384EVER, LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related /Fort Wayne, IN/ 1 hrs mnth / start date 01/01/2022 3- 04/13/2026 - Three Captains, LLC - Business Owner - Not Investment Related - Fort Wayne, IN - Start Date 03/20/2026 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-27 |
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