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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-07-16 |
Branch Locations
8888 Keystone Crossing Suite 500, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed / Homemaking | Cicero | IN | 06/2022 | 07/2023 |
| Kerlin Bus Sales | Silver Lake | IN | 06/2020 | 06/2022 |
| Unemployed / Homemaking | Fleming Island | FL | 12/2018 | 06/2020 |
| State Farm Insurance | Jacksonville | FL | 09/2006 | 12/2018 |
| Principal Life Insurance Company | Indianapolis | IN | 07/2023 | 11/2024 |
| Principal Securities Inc. | Indianapolis | IN | 07/2023 | 11/2024 |
| Lpl Enterprise Llc | Indianapolis | IN | 04/2025 | Present |
| Unemployed | Indianapolis | IN | 12/2024 | 03/2025 |
1. 04/22/2025 - Hamilton Heights Athletic Association - Coach/ Sports/ Fitness - NOT INV REL - Cicero, IN - Start Date 01/01/2025 - 12 HRS/ MO 2. 04/22/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - cicero, IN - Start Date 04/16/2025 - 160 HRS/MO 3. 04/22/2025 -Bradley Newman- Non-Variable Insurance/Insurance Agency - INV REL - cicero, IN - Start Date 04/16/2025 - 160 HRS/MO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-29 |
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