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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-10-16 |
Branch Locations
2700 Calumet Ave, Valparaiso, IN 46383 • United States
14 Indiana Ave, Valparaiso, IN 46383 • United States
221 S Main St, Kouts, IN 46347 • United States
3395 Willowcreek, Portage, IN 46368 • United States
111 W Sigler St, Hebron, IN 46341 • United States
2356 W Morthland Dr, Valparaiso, IN 46385 • United States
1005 Laporte Ave, Valparaiso, IN 46383 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Garber Chevrolet | Highland | IN | 07/2005 | 01/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2023 | 08/2025 |
| Northwestern Mutual Investment Services Llc | Crown Point | IN | 02/2023 | 08/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2023 | 08/2025 |
| First Source Bank | Valparaiso | IN | 08/2025 | Present |
| Lpl Financial Llc | Valparaiso | IN | 08/2025 | Present |
1 - 07/2025 - 1st Source Asset Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-11 |
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