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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-06-10 |
| WV | RA | APPROVED | 2013-09-24 |
Branch Locations
3008 E. Cumberland Road, Bluefield, WV 24701 • 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 |
|---|---|---|---|---|
| Investment Planning Consultants | Bluefield | WV | 01/1996 | Present |
| Lpl Financial Llc | Bluefield | WV | 09/2013 | Present |
1. 09/16/2013 - INVESTMENT PLANNING ADVISORS/ DBA ONLY/ 100%/ BLUEFIELD, WV 2. 07/31/2014 - DEEDLE HOLDINGS LLC - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - DEEDLE HOLDINGS LLC - TIME SPENT 1 HOUR PER MONTH - BLUEFIELD, WV 3. 12/16/2014 - BALCK BEAR REAL ESTATE - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - BLUEFIELD, WV. 4. 5/6/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 04/26/2019 - 4 Hours Per Month/1 Hour During Securities Trading - Selling long-term care insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-22 |
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