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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-05-27 |
Branch Locations
225 S East St Ste 156, Indianapolis, IN 46202 • United States
1400 West Raymond Drop 4901, Indianapolis, IN 46285 • United States
Lilly Corporate Center Building 21/C Dc 2015, Indianapolis, IN 46285 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Guardian Life Insurance Company | Indianapolis | IN | 07/2023 | 04/2025 |
| Warren Township | Indianapolis | IN | 07/2021 | 06/2023 |
| Indiana Physical Therapy | Fort Wayne | IN | 06/2020 | 06/2021 |
| Middle Tennessee State University | Murfreesboro | TN | 06/2018 | 06/2020 |
| Indiana State University | Terre Haute | IN | 08/2014 | 05/2018 |
| Park Avenue Securities | Indianapolis | IN | 09/2024 | 04/2025 |
| Elements Financial Credit Union | Indianapolis | IN | 05/2025 | Present |
| Lpl Financial Llc | Indianapolis | IN | 05/2025 | Present |
1)05/19/2025 - Elements Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)05/19/2025 - Bloom - Project King Director with Bloom Project, Inc. - Non-Inv Rel - Indianapolis, IN - Start: 08/2024 - 15 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-04 |
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