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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-04-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Army | Fort Campbell | KY | 04/2009 | 05/2017 |
| Unemployed | Granger | IN | 05/2017 | 08/2017 |
| Securities America, Inc. | Granger | IN | 08/2017 | 02/2019 |
| Securities America, Inc. | Granger | IN | 02/2019 | 07/2024 |
| Securities America Advisors | Granger | IN | 09/2020 | 07/2024 |
| Osaic Wealth, Inc. | Granger | IN | 06/2024 | 07/2024 |
| Osaic Wealth, Inc. | Granger | IN | 06/2024 | 07/2024 |
| Ifp Securities, Llc | Tampa | FL | 07/2024 | 04/2025 |
| Independent Financial Partners | Tampa | FL | 07/2024 | 04/2025 |
| Lpl Financial Llc | South Bend | IN | 04/2025 | Present |
| Notre Dame Credit Union | South Bend | IN | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-10 |
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