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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-11-11 |
Branch Locations
48 N Washington St, Bloomfield, IN 47424 • United States
1912 W Mcgalliard Road, Muncie, IN 47304 • United States
401 W State St, Albany, IN 47320 • United States
870 E. Washington St., Winchester, IN 47394 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwest Bank (Formerly: Mutualbank) | Muncie | IN | 12/2012 | Present |
| Lpl Fianacial Llc | Muncie | IN | 04/2017 | Present |
1. 4/28/2020 - Northwest Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 04/27/2020 - 40 Hours Per Month/35 Hours During Securities Trading. 2. 5/27/2020 - Northwest Bank - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Personal Financial Associate - Started 04/27/2020 - 40 Hours Per Month/35 Hours During Securities Trading. 3. 5/12/2021 - Northwest Bank - Not Investment Related - At Reported Business Location(s) - Financial Institution Duty - Start Date: 5/11/2021 - 5 Hours Per Month/0 Hours During Securities Trading - Referring to bank partners.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-11 |
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