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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-07-28 |
Branch Locations
11611 N Meridian St Suite 160, Carmel, IN 46032-4610 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Carmel | IN | 05/2025 | Present |
| Pneuma Media | Denver | CO | 01/2024 | 06/2024 |
| Ballarat Miners | Ballarat | 05/2022 | 01/2024 | |
| Wabash College | Crawfordsville | IN | 08/2017 | 05/2022 |
| Hamilton Southeastern High School | Fishers | IN | 08/2014 | 05/2017 |
| Unemployed | Fishers | IN | 05/2017 | 08/2017 |
| Bradley & Associates | Indianapolis | IN | 01/2021 | 06/2021 |
| Westpoint Financial Group | Carmel | IN | 05/2020 | 08/2020 |
| Connecta Corporation | Indianapolis | IN | 05/2019 | 08/2019 |
| Blumberg Wealth Advisors | Carmel | IN | 05/2024 | Present |
1)05/19/2025 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)05/19/2025 - Blumberg Wealth Advisors, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-28 |
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