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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-04-02 |
Branch Locations
358 S Elkhart Ave, Elkhart, IN 46516 • United States
605 E University Dr, Granger, IN 46530 • United States
1025 S Carrol Ave, Michigan City, IN 46360 • United States
619 County Road 6, Elkhart, IN 46514 • United States
661 County Rd 17, Elkhart, IN 46514 • United States
602 N Main St, Mishawaka, IN 46545 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Wayne | IN | 02/2017 | 06/2022 |
| Imago Dei Ministries | Fort Wayne | IN | 10/2006 | 02/2017 |
| Warsaw Community | Warsaw | IN | 10/2015 | 02/2017 |
| Bank Of America, N.A. | Fort Wayne | IN | 10/2017 | 06/2022 |
| Noll Team Real Estate | Fort Wayne | IN | 06/2022 | 12/2023 |
| Inova Federal Credit Union | Elkhart | IN | 04/2024 | Present |
| Lpl Financial Llc | Elkhart | IN | 04/2024 | Present |
| Unemployment | Warsaw | IN | 12/2023 | 04/2024 |
1) 03/2024 - INOVA Financial Advisors / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 0 Hrs per month / 100% Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-10 |
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