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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2021-07-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services, Llc | Indianapolis | IN | 04/2017 | 03/2021 |
| Keybank | Plymouth | IN | 04/2017 | 03/2021 |
| Keybank | Plymouth | IN | 08/2012 | 04/2017 |
| Lpl Financial, Llc | Plymouth | IN | 04/2021 | Present |
| 1St Source Bank | Plymouth | IN | 04/2021 | Present |
1. 4/16/2021 - No Business Name - Investment Related - Other-Notary - 0 Hours Per Month - Time Spent 0% - Public Notary. 2. 4/16/2021 - 1st Source Asset Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 09/22/2025- Norwex-Other - Cleaning and personal care product manufac-INV Related- Home Based- Start date 08/23/2025- 2 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-24 |
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