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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-06-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Everwise Credit Union | Mishawaka | IN | 08/2023 | Present |
| Lpl Financial Llc | Mishawaka | IN | 08/2023 | Present |
| Grace College And Theological Seminary | Winona Lake | IN | 10/2021 | 05/2023 |
| Sym Financial Advisors | Winona Lake | IN | 05/2023 | 08/2023 |
| Interra Credit Union | Goshen | IN | 05/2022 | 08/2022 |
| Greencroft Communities | Middlebury | IN | 06/2020 | 08/2021 |
| Music Encounters | Warsaw | IN | 10/2020 | 05/2021 |
| Das Dutchman Essenhaus | Middlebury | IN | 10/2017 | 05/2020 |
| Yoders Department Store | Shipshewana | IN | 04/2018 | 05/2019 |
| Middlebury Community Schools | Middlebury | IN | 06/2017 | 08/2017 |
| Middlebiry Community Schools | Middlebury | IN | 08/2007 | 05/2020 |
1- 06/2024 / Everwise Investment Services / DBA for LPL Business (entity for LPL business) / Investment Relate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-16 |
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