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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-10-08 |
Branch Locations
2121 W Franklin Street, Evansville, IN 47712 • United States
3888 N. First Ave., Evansville, IN 47710 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western Southern Life | Terre Haute | IN | 03/2015 | 11/2021 |
| W&S Brokerage Services | Cincinnati | OH | 01/2017 | 11/2021 |
| Guardian Life Insurance Company | Evansville | IN | 01/2022 | 11/2023 |
| Park Avenue Securities | Evansville | IN | 01/2022 | 11/2023 |
| Guardian Life Insurance Company | Owensboro | KY | 04/2023 | 11/2023 |
| Park Avenue Securities | Owensboro | KY | 04/2023 | 11/2023 |
| Edward Jones | St Louis | MO | 11/2023 | 09/2025 |
| Lpl Financial Llc | Evansville | IN | 10/2025 | Present |
| Old National Bank | Evansville | IN | 10/2025 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Old National Wealth Advisors - Investment Related - At Reported Business Location (s) - Start Date: 10/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-08 |
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