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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-07-15 |
| TX | RA | APPROVED_RES | 2025-07-15 |
Branch Locations
1001 Chestnut Hills Pkwy Suite 110, Fort Wayne, IN 46814 • 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 |
|---|---|---|---|---|
| New York Life | Fort Wayne | IN | 03/2014 | 06/2021 |
| Chevvys Inc | Fort Wayne | IN | 06/2010 | 04/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2021 | 06/2025 |
| Northwestern Mutual Investment Services Llc | Phoenix | AZ | 07/2021 | 08/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 11/2021 | 06/2025 |
| Northwestern Mutual Investment Services Llc | Indianapolis | IN | 09/2023 | 06/2025 |
| Inheritance Financial Solutions | Fort Wayne | IN | 06/2025 | Present |
| Lpl Financial | Fort Wayne | IN | 06/2025 | Present |
1) 05/2025 - Inheritance Financial Solutions / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month -100% time spent 2) 05/2025 - Non-Variable Insurance / Inv Related / Fort Wayne, IN 46814 / Start date 05/29/2025 - 40 hrs per month - 10% time spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-20 |
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