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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-02-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Fort Wayne | IN | 07/2013 | 12/2018 |
| Wells Fargo Clearing Services Llc | Fort Wayne | IN | 01/2018 | 12/2018 |
| Infinex Investments, Inc. | Meriden | CT | 01/2019 | 01/2024 |
| Flagstar Bank | Fort Wayne | IN | 12/2018 | Present |
| Lpl Financial Llc | Fort Wayne | IN | 02/2024 | Present |
1) 1/2024 - Flagstar Wealth Services - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 1/2024 - Flagstar Bank - Financial Institution Duty - Inv. Related - Fort Wayne, IN - Sr. Registered Relationship Banker - Start Date 07/01/2013 - 0hrs/month - 100% time spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-12 |
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