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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-04-16 |
Branch Locations
10100 Lantern Road, Fishers, IN 46037 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Christian School | Indianapolis | IN | 08/2006 | 05/2019 |
| The Home Depot | Indianapolis | IN | 05/2019 | 08/2019 |
| Taylor University | Upland | IN | 08/2019 | 05/2023 |
| Lantern Global Advisors | Fishers | IN | 05/2020 | 08/2020 |
| Miracle Camp And Retreat Center | Lawton | MI | 05/2021 | 08/2021 |
| Lantern Global Advisors | Fishers | IN | 05/2022 | 08/2022 |
| Lpl Financial | Fishers | IN | 08/2022 | 06/2023 |
| Key Investment Services, Llc | Brooklyn | OH | 06/2023 | 10/2023 |
| Key Investment Services, Llc | Brooklyn | OH | 10/2023 | 05/2024 |
| Blue Trust | Indianapolis | IN | 06/2024 | 03/2026 |
| Lpl Financial, Llc | Fishers | IN | 04/2026 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 04/2026 | Present |
1) 2026-04-15 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Lantern Global Advisors, LLC - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2026-04-13 - 160hrs/mth - 150hrs/mth during trading 2) 2026-05-15 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - (Hybrid) Private Advisor Group - Registered Investment Advisor Hybrid - Y - at reported business location(s) - 2026-04-13 - 160hrs/mth - 150hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-27 |
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