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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-06-17 |
Branch Locations
8888 Keystone Crossing Suite 500, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trinet | Memphis | TN | 10/2023 | 05/2024 |
| Velocity Global | Denver | CO | 09/2022 | 09/2023 |
| Unemployed | Indianapolis | IN | 03/2022 | 09/2022 |
| Ilab | Indianapolis | IN | 05/2021 | 03/2022 |
| The Wfc Group | Chicago | IL | 03/2020 | 05/2021 |
| Oracle | Austin | TX | 06/2016 | 03/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2024 | 04/2025 |
| Northwestern Mutual Investment Services Llc | Indianapolis | IN | 07/2024 | 04/2025 |
| Community Life Center | Greenwood | IN | 09/2024 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2025 | 04/2025 |
| Lpl Enterprise Llc | Indianapolis | IN | 04/2025 | Present |
1. 04/15/2025 - USA Volleyball - Coach/ Sports/ Fitness - NOT INV REL - Santa Rosa, CA - Start Date 09/01/2024 - 10 HRS/MO 2. 04/15/2025 - MPCC Community Life Center - Coach/ Sports/ Fitness - NOT INV REL - Greenwood, IN - Start Date 03/01/2024 - 3 HRS/MO 3. 04/15/2025-Prudential Advisors-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 04/15/2025-160hrs/mth-160hrs/mth during trading 4. 04/15/2025- N/A Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At Greenwood, IN-Start date 04/15/2025-160hrs/mth-160hrs/mth during trading 5. 06/18/2025-Indario Advisory Services-Author-Inv related-At Greenwood, IN-Start date 05/01/2024- hrs/mth-0hrs/mth during trading 6. 06/24/2025 - Indario Advisory Services LLC - DBA for LPL Business (entity for LPL business) - Greenwood, IN - INV REL - Start Date 06/18/2025 - 80hrs/mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-14 |
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