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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-22 |
| IN | RA | APPROVED | 2024-02-15 |
Branch Locations
306 E Main St, Niles, MI 49120 • United States
3905 Franklin St, Michigan City, IN 46360 • United States
4009 Red Arrow Hwy, St Joseph, MI 49085 • United States
223 S Front St, Dowagiac, MI 49047 • United States
720 S 11Th St, Niles, MI 49120 • United States
501 North Flynn Road, Westville, IN 46391 • United States
223 South Front, Dowagiac, MI 49047 • United States
306 E Main St, Niles, MI 49120 • United States
500 Renaisance Dr Ste 106, St Joseph, MI 49085 • United States
1100 Boyd Blvd, Laporte, IN 46350 • United States
1600 Hilltop Rd, St Joseph, MI 49085 • United States
715 Ship St, St Joseph, MI 49085 • United States
2381 West Centre Ave, Portage, MI 49024 • United States
6043 Central Ave, Portage, IN 46368 • United States
113 E Michigan Ave, Kalamazoo, MI 49007 • United States
4009 Red Arrow Hwy, St Joseph, MI 49085 • United States
3395 Willowcreek, Portage, IN 46368 • United States
218 N Washington St, Lacrosse, IN 46348 • United States
2044 West Sr2 Ste B, Laporte, IN 46350 • United States
3905 Franklin St, Michigan City, IN 46360 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Mishawaka | IN | 08/2023 | Present |
| 1St Source Bank | St. Joseph | MI | 01/2021 | Present |
| Brown Funeral Home & Cremation Services | Niles | MI | 05/2018 | 01/2021 |
| Hope College | Holland | MI | 08/2017 | 12/2019 |
| Niles Community Schools | Niles | MI | 05/2017 | 08/2017 |
| Niles High School | Niles | MI | 09/2013 | 06/2017 |
1) 09/2023 - Notary / Inv. Related / St. Joseph, MI / Start date 01/18/2022 2) 09/2023 - BROWN FUNERAL HOME & CREMATION SERVICES / Outside/W-2 Employment / Not Inv. Related / Niles, MI / Start date 05/07/2018 - 20Hrs per month - 5% Time Spent 3) 09/2023 - BLUE HERON at Blackthorn Event Center / Outside/W-2 Employment / Not Inv. Related / South Bend, IN / Start date 09/03/2022 - 20Hrs per month - 5% Time Spent 4) 04/09/2024 - 1st Source Asset Advisors - Inv. Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 9/11/2023 - 40 Hrs/Mo.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-14 |
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