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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2015-10-30 |
Branch Locations
407 S Main, Clinton, IN 47842 • United States
1825 Lafayette Ave, Terre Haute, IN 47804 • United States
701 Wabash Ave, Terre Haute, IN 47807 • 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 |
|---|---|---|---|---|
| Old National Bank | Terre Haute | IN | 10/2015 | Present |
| Lpl Financial Llc | Terre Haute | IN | 10/2015 | Present |
1) 04/26/2019 - Old National Wealth Management - Investment related - Vermillion County Sheriff's Office/Jail 1888 S, IN 63 Hillsdale, IN 47854 - Financial Institution Duty - start date:04/22/2019 - 2 hrs/mo - 2 hrs during trading. 2) 02/12/2024 - Old National Bank - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Started 01/02/2020 - 5 Hours Per Month During Securities Trading 3) 04/01/2025- Old National Bank- Old National Wealth Advisors- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Locations- Start date 4/1/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-11 |
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