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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-08-19 |
Branch Locations
9165 Otis Ave, Suite # 214, Indianapolis, IN 46216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Concepts | Indianapolis | IN | 09/2022 | Present |
| Ben Eades State Farm | Fortville | IN | 01/2021 | 09/2022 |
| Unemployed | Fortville | IN | 04/2020 | 12/2020 |
| Hertz Rental Car | Indianapolis | IN | 01/2012 | 04/2020 |
| Bjs Warehouse | Noblesville | IN | 08/2023 | Present |
| Instacart | Fishers | IN | 04/2023 | Present |
| Lpl Financial | San Diego | CA | 08/2024 | Present |
1- 08/2024 / Benefit Planning Inc. / DBA for LPL Business (entity for LPL business) / Investment Related / 25 hrs mth / 2 hrs during trading / At reported business location(s) 2- 08/2024 / Benefit Planning Inc. / Other - Seminars / Not Investment Related / 25 hrs mth / 2 hrs during trading / Indianapolis, IN / Start date: 05/01/2023 3- 08/2024 / BJs Warehouse / Outside/W-2 Employment / Not Investment / 60 hrs mth / Noblesville, IN / Start date: 08/01/2023
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-15 |
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