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Current Employers
Lpl Enterprise, Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-07-02
IN RA APPROVED 2024-11-14
  • FL RA
    APPROVED
    Since 2025-07-02
  • IN RA
    APPROVED
    Since 2024-11-14

Branch Locations

Fort Myers, FL • United States

1015 Third Street Suite J, Columbus, IN 47201 • United States

8888 Keystone Crossing Suite 500, Indianapolis, IN 46240 • 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
Equitable Advisors, Llc New York NY 08/2023 10/2023
Expedia Columbus IN 02/2023 Present
Steele Solutions, Inc. South Milwaukee WI 02/2022 01/2023
Unemployed Columbus IN 08/2020 02/2022
Kramer Furniture And Cabinet Makers, Inc Edinburgh IN 03/2017 07/2020
Cummins Inc. Columbus IN 05/2011 03/2017
Pruco Securities Llc Indianapolis IN 10/2023 11/2024
The Prudential Insurance Company Of America Indianapolis IN 12/2023 Present
Lpl Enterprise, Llc Columbus IN 11/2024 Present
  • 08/2023 → 10/2023
    New York, NY
  • 02/2023 → Present
    Expedia
    Columbus, IN
  • 02/2022 → 01/2023
    Steele Solutions, Inc.
    South Milwaukee, WI
  • 08/2020 → 02/2022
    Unemployed
    Columbus, IN
  • 03/2017 → 07/2020
    Kramer Furniture And Cabinet Makers, Inc
    Edinburgh, IN
  • 05/2011 → 03/2017
    Cummins Inc.
    Columbus, IN
  • 10/2023 → 11/2024
    Indianapolis, IN
  • 12/2023 → Present
    The Prudential Insurance Company Of America
    Indianapolis, IN
  • 11/2024 → Present
    Columbus, IN
Previous Registrations
Other Businesses

1) 09/26/2024 - Carefree Cruising LLC DBA Expedia Cruises - Vacation planning services for cruises, air and land-based accommodations - Outside/W-2 Employment - Non Inv Related - At Columbus, IN - Start Date 02/17/2023 - 5hrs/mth - 0hrs/mth During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-18
  • S66 Uniform Combined State Law Examination
    2023-10-18
Other Names
  • Kelly Mcvey

View on SEC IAPD

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