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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-07-16 |
| WI | RA | APPROVED | 2024-08-19 |
Branch Locations
227 Midland Park Suite 3A, Shelbyville, KY 40065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 09/2015 | Present |
| Lpl Financial | Madison | WI | 08/2024 | Present |
1- 08/2024 / Benefit Planning, Inc. / DBA for LPL Business (entity for LPL business) / Investment Related / 120 hrs mth / 40 hrs during trading / At reported business locaiton(s) 2- 08/2024 / Benefit Planning, Inc / Other - Seminars / Investment Related / 16 hrs mth / 2 hrs during trading / Midland Park / Start date: 08/19/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-07 |
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