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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-19 |
| IN | RA | APPROVED | 2022-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Artisan Masterpiece, Inc. | Carmel | IN | 01/2004 | Present |
| Teachers Credit Union | Fishers | IN | 05/2013 | Present |
| Cuna Brokerage Services, Inc | Waverly | IA | 05/2013 | Present |
| Lpl Financial Llc | Fishers | IN | 05/2022 | Present |
1) 04/27/2022 - ARTISAN MASTERPIECE INC - Not Investment Related- Carmel, IN 46032- Other/For-Profit Business- Secretary -Start Date- 01/01/2004- 4 Hours Per Month 2) 04/27/2022 - Teachers Credit Union- Investment Related- At Reported Business Location(s)- Financial Institution Duty- Financial Adivsor- Start Date- 05/08/2013- 160 Hours Per Month- Time Spent 100% 3) 05/09/2023 - Everwise Wealth Management, Retirement & Investment - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 5/21/2023 4) 05/09/2023 - Everwise Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 5/21/2023 5) 05/09/2023 - Everwise Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 5/21/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-01 |
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