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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-08-27 |
Branch Locations
6375 W Us Highway 52, New Palestine, IN 46163 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full- Time Education | Greensburg | IN | 06/2016 | 05/2020 |
| Full-Time Education | Muncie | IN | 06/2020 | 05/2024 |
| Indiana Farm Bureau Insurance | Greensburg | IN | 06/2024 | 04/2026 |
| Fox Financial Advisors | New Palestine | IN | 05/2026 | Present |
| Lpl Financial | New Palestine | IN | 04/2026 | Present |
1. 06/2026 - Fox Financial Advisors - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 160 Hrs During Trading - OBA start date: 6/2/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-26 |
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