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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-08-20 |
| TX | RA | APPROVED_RES | 2024-08-20 |
Branch Locations
1900 Nw South Outer Rd Ste 200, Blue Springs, MO 64015 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Benefit Planning | Shelbyville | KY | 05/1987 | Present |
| Money Concepts Capital Corp. | Palm Beach Gardens | FL | 10/2014 | 08/2024 |
| Lpl Financial | San Diego | CA | 08/2024 | Present |
1- 08/2024 / Benefit Planning Inc / DBA for LPL Business (entity for LPL business) / Investment Related / 25 hrs mth / 1 hr during trading / At reported business location(s) 2- 08/2024 / Benefit Planning Inc / Other - Seminar / Not Investment Related / 25 hrs mth / 1 hr during trading / Shelbyville KY / Start date: 09/19/2002
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-04-23 |
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