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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-22 |
| IN | RA | APPROVED | 2023-08-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berger Transfer & Storage | Addison | IL | 08/2015 | 03/2017 |
| Onemain Financial | Noblesville | IN | 03/2017 | 07/2017 |
| Sanctuary Wealth | Indianapolis | IN | 07/2017 | 01/2022 |
| Lpl Financial Llc | Fishers | IN | 02/2022 | 12/2022 |
| Newedge Advisors, Llc | New Orleans | LA | 01/2022 | 12/2022 |
| Lpl Financial Llc | Fisher | IN | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-12 |
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