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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-04-08 |
Branch Locations
954 Industrial Park Drive, Portland, IN 47371 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Portland | IN | 06/2024 | Present |
| Wabash College | Crawfordsville | IN | 08/2020 | 05/2024 |
| Jay County High School | Portland | IN | 08/2016 | 05/2020 |
1. 05/02/2025 - Jacks and Associates Financial Services - DBA for LPL Business (entity for LPL business) - Inv Related - At Reported Business Location (s) - Start date: 04/08/2025 - 120 Hrs/Mth - 7 Hrs During Trading. 2. 05/02/2025 - Jay Financial Advisors, INC. - Business Entity For Tax/Investment Purposes Only - Non Inv related - PORTLAND IN - Start Date: 04/08/2025 - 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-18 |
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