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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-06-25 |
Branch Locations
80 Codell Drive, 240, Lexington, KY 40509 • United States
Georgetown, KY • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Lexington | KY | 03/2012 | 06/2026 |
| Raymond James Financial Services Advisors Inc. | Lexington | KY | 06/2012 | 06/2026 |
| Central Bank And Trust And Co. | Lexington | KY | 03/2020 | 06/2026 |
| Agent | Lexington | NE | 05/2012 | 06/2026 |
| Central Insurance Services | Lexington | KY | 05/2012 | 08/2019 |
| Central Bank And Trust And Co. | Lexington | KY | 03/2020 | 06/2026 |
| Central Investment Center, Inc. | Lexington | KY | 03/2020 | 03/2020 |
| Central Investment Center, Inc. | Lexington | KY | 03/2020 | 06/2026 |
| Lpl Financial | Lexington | KY | 06/2026 | Present |
1. 6/2026 - Elevate Wealth Planning - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month – 160 Hour(s) During Trading - Georgetown KY 40324 - OBA Start date: 6/22/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-28 |
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