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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-11 |
| IN | RA | APPROVED | 2021-02-28 |
Branch Locations
1703 West Broadway, Princeton, IN 47670 • United States
1905 Hart Street, Vincennes, IN 47591 • United States
3535 North Green River Road, Evansville, IN 47715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Old National Bank | Evansville | IN | 11/2015 | Present |
| Lpl Financial Llc | Evansville | IN | 03/2017 | Present |
1) 09/12/2022 - Pollock Ventures, LLC - Investment Related - Evansville, IN 47712 - Real Estate Rental - Start Date - 05/09/2022 - 0 Hours Per Month/0 Hours During Securities Trading. 2) 02/09/2024 - Old National Bank - Non-Investment Related - At Reported Business Location(s) - Financial Institution Duty - Financial Advisor, Wealth Advisor - Start Date: 10/5/2023 - 5 Hours Per Month During Securities Trading. 3) 03/31/2025 - Old National Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2025 - 0 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-26 |
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