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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-03-18 |
Branch Locations
116 E. Berry Street, Ste 101, Fort Wayne, IN 46802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fort Wayne | IN | 11/2012 | 08/2025 |
| Community State Bank Dba Appleseed Wealth | Avilla | IN | 08/2025 | 02/2026 |
| Lpl Financial Llc | Fort Wayne | IN | 03/2026 | Present |
| Old National Bank | Fort Wayne | IN | 11/2012 | Present |
1. 03/2026 - American Church, Inc. - For-Profit Board Member - Not Inv Related - 1 Hour(s)/Month - 1 Hour(s) During Trading - Huntington, IN, 46750 - OBA Start Date: 05/13/2005. 2. 03/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Old National Wealth Advisors - Inv Rel - At Reported Business Location (s) - Start Date 03/2026. 3. 03/2026 - Kevin & Rhonda Noll - Real Estate Rental - Inv Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - Fort Wayne, IN, 46835 - OBA Start Date: 03/02/2020. 4. 03/31/2026-Indiana Tech University -Investment Committee Member-Non-profit volunteer (not on board)-Not inv related-At Fort Wayne, IN-Start date 05/01/2022-1hrs/mth-1hrs/mth during trading 5. 04/02/2026 - Our Sunday Visitor Holdings - Non-Profit Board Member - Not Investment Related - Huntington, IN - Start Date 07/01/2018 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-03 |
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