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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-05-18 |
Branch Locations
300 Highway 361, Crane, IN 47522 • United States
1 West Gate Dr, Odon, IN 47562 • United States
2102 State St, Washington, IN 47501 • United States
2033 E State Rd 54, Linton, IN 47441 • United States
279 E Morgan St, Spencer, IN 47460 • United States
2028 N Morton St, Franklin, IN 46131 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Luxottica Of North America | Indianapolis | IN | 10/2012 | 04/2017 |
| Mass Mutual Life Insurance Company | Indianapolis | IN | 04/2017 | 07/2019 |
| Mml Investors Services | Indianapolis | IN | 08/2017 | 07/2019 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 07/2019 | 05/2022 |
| Crane Credit Union | Bloomington | IN | 07/2019 | Present |
| Pier1 Imports | Carmel | IN | 01/2019 | 06/2019 |
| Lpl Financial Llc | Odon | IN | 05/2022 | Present |
1) 05-18-2022-Crane Credit Union- Investment Related- At Reported Business Location(s)- Financial Institution Duty-Advisor- START DATE: 7/17/2019-160 Hours Per Month/160 Hours During Trading-Time Spent Percent: 100% 2) 05/12/2022 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Crane Investment Services- Investment Related- At Reported Business Location(s) 3) 07/06/2026 - Casey Madsen - Author - Not Investment Related - Bloomington, IN - Start Date 07/02/2026 - 20 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-30 |
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