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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2023-05-10
  • IN RA
    APPROVED
    Since 2023-05-10

Branch Locations

516 S Detroit St, Lagrange, IN 46761 • United States

110 W Walnut St, Shipshewana, IN 46565 • United States

809 W Chicago Rd, Sturgis, MI 49091 • United States

1800 N Wayne St, Angola, IN 46703 • United States

5485 N Sr 9, Howe, IN 46746 • United States

105 S Wayne St, Fremont, IN 46737 • United States

100 N Main St, Stroh, IN 46789 • United States

109 N Main St, Topeka, IN 46571 • United States

400 N Benton St, Millersburg, IN 46543 • United States

3840 E Bellenfountaine Rd, Hamilton, IN 46742 • United States

107 N Main St, Wolcottville, IN 46795 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Precision Financial Group Lagrange IN 08/2022 Present
Farmers State Bank Lagrange IN 12/2005 Present
Lpl Financial Llc Lagrange IN 04/2023 Present
  • 08/2022 → Present
    Precision Financial Group
    Lagrange, IN
  • 12/2005 → Present
    Farmers State Bank
    Lagrange, IN
  • 04/2023 → Present
    Lagrange, IN
Other Businesses

1)04/2023 - Precision Financial Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)04/2023 - Fremont Area Chamber of Commerce - Non-Profit Board Member - Treasurer - Non-Inv Rel - Freemont, IN - Start: 01/2019 - 1 Hr/Mth 3) 06/08/2023 - ICAG Insurance Agency - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 06/01/2023 - 4 Hours Per Month/ 4 Hours During Securities Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-28
  • S66 Uniform Combined State Law Examination
    2022-11-28

View on SEC IAPD

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