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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-06-22 |
Branch Locations
109 E William Street, Kendallville, IN 46755 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dekalb Highschool | Waterloo | IN | 08/2014 | 08/2019 |
| Holy Cross College | South Bend | IN | 08/2019 | 05/2022 |
| Thrivent Investment Management Inc | Minneapolis | MN | 05/2022 | 07/2022 |
| Bankers Life & Casualty, Inc | Fort Wayne | IN | 08/2022 | 06/2026 |
| Bankers Life Securities, Inc | Fort Wayne | IN | 04/2023 | 06/2026 |
| Bankers Life Advisory Services, Inc | Fort Wayne | IN | 07/2023 | 06/2026 |
| Lpl Enterprise Llc | Kendallville | IN | 06/2026 | Present |
1. 6/22/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - Auburn IN - OBA Start date: 06/12/2026 - 160 Hour(s)/Month – 160 Hour(s) During Trading 2. 6/22/2026 - DALTON SMITH, N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - Auburn IN - OBA Start date: 06/12/2026 - 160 Hour(s)/Month – 160 Hour(s) During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-21 |
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