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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-25 |
| IN | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Indianapolis | IN | 08/2009 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Fishers | IN | 11/2009 | 07/2021 |
| Brand Affinity Technologies | Irvine | CA | 04/2014 | 10/2016 |
| Nathaniel E Zimmerman, Llc | Indianapolis | IN | 10/2014 | 07/2021 |
| Real Estate | Fishers | IN | 07/2015 | 07/2021 |
| Nz Properties Llc | Fishers | IN | 09/2019 | 07/2021 |
| Lpl Financial, Llc | Fishers | IN | 07/2021 | Present |
1. 8/25/2021 - Nathaniel E Zimmerman LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only. 2. 1/12/2022 - Nathaniel E Zimmerman LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Owner - Started 10/2014 - Time Spent 100%. 3. 1/12/2022 - Indy Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 2019. 4. 11/07/2022 - NZ Properties LLC - Investment Related - Indianapolis, IN 46207 - Real Estate Rental - Owner - Started 06/15/2022 - 2 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-19 |
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