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Mark Edward Lux

Parkwoods Wealth Partners, LLC

Carmel, IN

Clayton, MO

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Current Employers
Parkwoods Wealth Partners, Llc

222 South Central Avenue Suite 500, Clayton, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-08-01
  • IN RA
    APPROVED
    Since 2025-08-01

Branch Locations

11495 North Pennsylvania Street Suite 130, Carmel, IN 46032 • United States

222 South Central Avenue Suite 500, Clayton, MO 63105 • 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
Mark E Lux Insurance Inc Fishers IN 03/1988 Present
Shoreline Asset Management, Llc New Castle IN 10/2015 08/2025
Parkwoods Wealth Partners, Llc Clayton MO 08/2025 Present
  • 03/1988 → Present
    Mark E Lux Insurance Inc
    Fishers, IN
  • 10/2015 → 08/2025
    Shoreline Asset Management, Llc
    New Castle, IN
  • 08/2025 → Present
    Parkwoods Wealth Partners, Llc
    Clayton, MO
Previous Registrations
  • 2015-10-15 → 2025-12-10
    Shoreline Wealth Advisors
    New Castle, IN
    Carmel, IN
  • 2005-12-19 → 2012-12-04
    The Mutual Fund Store
    Columbus, OH
  • 2011-12-23 → 2012-12-04
    The Mutual Fund Store
    Meridian, ID
  • 2005-04-14 → 2005-09-07
    Money Concepts Capital Corp
    Fishers, IN
Other Businesses

MARK E. LUX INSURANCE INC. 12506 PORTAGE WAY, FISHERS, IN 46037. NON-INVESTMENT RELATED. 40 HOURS PER MONTH, ALL OCCURS DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-11-10
S63 Uniform Securities Agent State Law Examination 1999-07-07
  • S65 Uniform Investment Adviser Law Examination
    2005-11-10
  • S63 Uniform Securities Agent State Law Examination
    1999-07-07
Designations
Other Names
  • Ed Lux

View on SEC IAPD

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Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

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