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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-10-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Total Wealth Planning | Blue Ash | OH | 05/2022 | 07/2022 |
| Snappy Tomato Pizza | Lawerenceburg | IN | 05/2017 | 12/2024 |
| Northern Kentucky University | Highland Heights | KY | 12/2023 | 05/2025 |
| Perfect North Slopes | Lawrenceburg | IN | 12/2018 | 12/2023 |
| Fox Premier Hardwood | Guilford | IN | 05/2021 | 08/2021 |
| Green Acres Kayak Rental | Harrison | OH | 05/2019 | 08/2019 |
| Sunman Dearborn Middle School | St. Leon | IN | 05/2015 | 05/2017 |
| East Central High School | St. Leon | IN | 08/2017 | 05/2021 |
| Virginia Tech | Blacksburg | VA | 08/2021 | 12/2023 |
| Sei Wealth Management | Lawrenceburg | IN | 03/2024 | Present |
| Ameriprise Financial | Aurora | IN | 05/2022 | 08/2022 |
| Lpl Financial Llc | Lawrenceburg | IN | 03/2024 | Present |
1)07/02/2025 - SEI Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-04 |
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