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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-01-10 |
| KY | RA | APPROVED | 2017-07-31 |
Branch Locations
886 Sycamore St, Rockport, IN 47635 • United States
301 Second Street, Henderson, KY 42420 • United States
224 W Main Street, Boonville, IN 47601 • United States
133 Old Highway Road, Tell City, IN 47586 • United States
123 W 4Th Street, Owensboro, KY 42303 • United States
3230 Mount Moriah Ave, Owensboro, KY 42303 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Security Bank | Evansville | IN | 09/2012 | 04/2017 |
| Lpl Financial, Llc | Henderson | KY | 05/2017 | Present |
| Old National Bank | Henderson | KY | 05/2017 | Present |
1) 11/14/2023 - Old National Bank - Non Inv Related - At Reported Business Location(s) - Financial Institution Duty - Financial Advisor - Start Date: 10/05/2023 - 4 Hrs/Mo During Trading 2) 04/01/2025 - 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 | 2017-07-26 |
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