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Current Employers
Lpl Enterprise, Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-07-02
  • IN RA
    APPROVED
    Since 2026-07-02

Branch Locations

8888 Keystone Crossing Suite 500, Indianapolis, IN 46240 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ch Mechanical Holdings Inc. Indianapolis IN 09/2024 Present
Lpl Enterprise Llc Indianapolis IN 05/2026 Present
Ch Mechanical Whiteland IN 01/2014 08/2024
Jch Holdings Dba Reve Porter Custom Sheet Metal Whiteland IN 07/2019 Present
Modern Woodmen Of America Rock Island IL 05/2023 01/2025
Mwa Financial Services Inc Rock Island IL 07/2023 01/2025
All Aspects Restoration Indianapolis IN 09/2024 Present
Charles Schwab & Co., Inc. Indianapolis IN 09/2025 05/2026
  • 09/2024 → Present
    Ch Mechanical Holdings Inc.
    Indianapolis, IN
  • 05/2026 → Present
    Indianapolis, IN
  • 01/2014 → 08/2024
    Ch Mechanical
    Whiteland, IN
  • 07/2019 → Present
    Jch Holdings Dba Reve Porter Custom Sheet Metal
    Whiteland, IN
  • 05/2023 → 01/2025
    Modern Woodmen Of America
    Rock Island, IL
  • 07/2023 → 01/2025
    Mwa Financial Services Inc
    Rock Island, IL
  • 09/2024 → Present
    All Aspects Restoration
    Indianapolis, IN
  • 09/2025 → 05/2026
    Charles Schwab & Co., Inc.
    Indianapolis, IN
Other Businesses

1. 05/12/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Investment related - Flat Rock IN - OBA start date: 04/22/2026 - 160 Hrs/Mth - 160 Hrs During Trading. 2. 05/12/2026 - Charles Holden N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Investment related - Flat Rock IN - OBA start date: 04/22/2026 - 160 Hrs/Mth - 160 Hrs During Trading. 3. 05/12/2026 - Holden Properties - Business Entity For Tax/Investment Purposes Only - Not Investment related - Flat Rock IN - OBA start date: 06/01/2019 - 02 Hrs/Mth - 00 Hrs During Trading 4. 05/12/2026 - Carolina Christian Youth Camp - Non-Profit Board Member - Not Investment related - Flat Rock IN - OBA start date: 07/01/2020 - 02 Hrs/Mth - 00 Hrs During Trading 5. 05/12/2026 - Calvary Bible Methodist Church - Non-Profit Board Member - Not Investment related - Greenfield IN - OBA start date: 04/01/2023 - 04 Hrs/Mth - 00 Hrs During Trading 6. 05/12/2026 - Holden Properties - Real Estate Rental - Investment related - Flat Rock IN - OBA start date: 07/01/2019 - 10 Hrs/Mth - 00 Hrs During Trading 7. 05/12/2026 - JCH Holdings dba Reve Porter Custom Sheet Metal - Business Owner - Not Investment related - Whiteland IN - OBA start date: 07/01/2019 - 10 Hrs/Mth - 00 Hrs During Trading 8. 05/12/2026 - All Aspects Restoration - Outside/W-2 Employment - Not Investment related - Indianapolis IN - OBA start date: 09/01/2024 - 01 Hrs/Mth - 00 Hrs During Trading 9. 05/12/2026 - CH Mechanical Holdings Inc. - Outside/W-2 Employment - Not Investment related - Indianapolis IN - OBA start date: 09/01/2024 - 01 Hrs/Mth - 00 Hrs During Trading 10. 05/12/2026 - Hobe Sound Bible College and Christian Academy Alumni Association - Non-Profit Board Member - Not Investment related - Hobe Sound FL - OBA start date: 02/01/2024 - 02 Hrs/Mth - 00 Hrs During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-01
S63 Uniform Securities Agent State Law Examination 2023-08-09
  • S66 Uniform Combined State Law Examination
    2026-07-01
  • S63 Uniform Securities Agent State Law Examination
    2023-08-09

View on SEC IAPD

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