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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-03-05 |
Branch Locations
3500 Depauw Blvd, Suite 2042, Indianapolis, IN 46268 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kroger | Bloomington | IN | 02/2017 | 07/2020 |
| Anderson University | Anderson | IN | 08/2020 | 05/2023 |
| Middle &Amp; High School | Bloomington | IN | 01/2013 | 05/2019 |
| Ivy Tech Community College | Bloomington | IN | 08/2019 | 05/2020 |
| Thrivent Investment Management Inc | Carmel | IN | 06/2023 | 02/2025 |
| Sherwood Oaks Christian Church | Bloomington | IN | 05/2022 | 08/2022 |
| Papa John's | Blommington | IN | 05/2021 | 08/2021 |
| Thrivent Financial | Appleton | WI | 07/2023 | 01/2024 |
| Thrivent Financial | Appleton | WI | 01/2024 | 02/2025 |
| Lpl Financial Llc | Indianapolis | IN | 03/2025 | Present |
1. 03/03/2025- Persepective Financial Group- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s) 2. 03/03/2025- Assistant Soccer Coach at heritage Christian- Outside/W-2 Employment- Non Inv Rel- Indianapolis, IN 46250- 10 Hrs Per Mnth- 5 Hrs During Trading- Start Date 07/01/2024 3. 04/17/2026 - Perspective Financial Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 03/24/2026 - 15 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-11 |
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