John Joseph Atkinson

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2024-01-09

SC RA
APPROVED

Since 2024-01-09

Branch Locations

Mount Pleasant, SC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Charon Planning	Warrington	PA	10/2003	07/2019
Kestra Investment Services, Llc (Formerly Nfp Secrities, Inc.)	Austin	TX	07/2004	07/2019
Executive Benefits Group, Inc	Charlotte	NC	08/2019	05/2022
Cuna Mutual Group	Hanahan	SC	05/2022	Present
Lpl Financial Llc	Hanahan	SC	08/2022	Present

10/2003 → 07/2019

Charon Planning

Warrington, PA
07/2004 → 07/2019

Kestra Investment Services, Llc (Formerly Nfp Secrities, Inc.)

Austin, TX
08/2019 → 05/2022

Executive Benefits Group, Inc

Charlotte, NC
05/2022 → Present

Cuna Mutual Group

Hanahan, SC
08/2022 → Present

Lpl Financial Llc

Hanahan, SC

Other Businesses

1) 08/16/2022- Cuna Mutual Group Executive Benefit Solutions- DBA for LPL Business (entity for LPL business)- inv. related- Hanahan, SC - Start Date:7/20/2022 - 160 Hrs/Mth - 8 Hrs During Trading. 2) 08/16/2022- CUNA Mutual Executive Benefits- Non-Variable Insurance- Agent selling Life, Disability, LTC- inv. related- Madison, WI- start date 5/30/2022 - 160 Hrs/Mth - 8 Hrs During Trading 3) 10/17/2024 - Altus Management - Real Estate Rental - Investment Related - Mount Pleasant, SC - Start Date 10/01/2024 - 10 Hours per Month/ 0 hours During Trading. 4) 04/15/2025 - Allocated Holdings, LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Mount Pleasant SC 29464 - Start Date: 05/01/2025 - Allocated Holdings, LLC - 2 Hrs/Mth - 0 Hrs During Trading. 5) 08/26/2025 - Botany Bay Management, LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Medina, OH - Start Date:08/01/2025 - 10 Hrs/Mth - 0 Hrs During Trading. 6) 03/31/2026 - HTSI Management, LLC - Business Owner - Not Investment Related - Mount Pleasant, SC - Start Date 11/26/2025 - 2 hour per month 7) 03/31/2026 - Bennie and Coco LLC - Business Owner - Not Investment Related - Sullivans Island, SC - Start Date 11/26/2025 - 2 hour per month

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-10-14
S63	Uniform Securities Agent State Law Examination	2004-09-13

S65 Uniform Investment Adviser Law Examination

2022-10-14
S63 Uniform Securities Agent State Law Examination

2004-09-13