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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-10-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Fort Wayne | IN | 11/2014 | 12/2018 |
| Wells Fargo Clearing Services Llc | Fort Wayne | IN | 04/2018 | 12/2018 |
| Flagstar Bank | Fort Wayne | IN | 12/2018 | Present |
| Infinex Investments, Inc. | Meriden | CT | 01/2019 | 02/2024 |
| Lpl Financial | Fort Wayne | IN | 10/2024 | Present |
1- 10/2024 / Flagstar Wealth Services / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2- 10/2024 / Flagstar Bank N.A / Financial Institution Duty / Investment Related / 160 hrs mth / 40 hrs during trading / Fort Wayne, IN / Start date: 11/14/2014 3- 10/2024 / A Good Company LLC / Real Estate Rental / Investment Related / Fort Wayne, IN / Start date: 03/10/2021 4- 10/2024 / FLAGSTAR BANK N.A / Notary / Investment Related / 1 hr mth / 1 hr during trading / Fort Wayne, IN / Start date: 07/12/2023
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-16 |
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