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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-09-08 |
| LA | RA | APPROVED | 2018-12-03 |
| KY | RA | APPROVED | 2018-02-14 |
Branch Locations
221 W 5Th St, Benton, KY 42025 • United States
3390 Park Ave, Paducah, KY 42001 • United States
1721 N 12Th St, Murray, KY 42071 • United States
23 Us Highway 68 W, Benton, KY 42025 • United States
100 Dick Castleman Bypass, Mayfield, KY 42066 • United States
2550 Irvin Cobb Dr, Paducah, KY 42003 • United States
456 E 5Th Avenue Se, Calvert City, KY 42029 • United States
456 E 5Th Avenue Se, Calvert City, KY 42029 • United States
414 S 12Th Street, Murray, KY 42071 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marshall County High School & Murray State University | Benton | KY | 04/2007 | 12/2016 |
| Cfsb Investments | Benton | KY | 05/2016 | Present |
| Invest Financial Corporation | Tampa | FL | 04/2017 | 02/2018 |
| Lpl Financial Llc | Benton | KY | 02/2018 | Present |
1. 03/20/2018 - Community Financial Services Bank Investments - DBA: CFSB Investments - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 01/01/2010 - 160 Hours Per Month/160 Hours During Securities Trading. 2. 1/10/2020 - No Business Name - Not Investment Related - 2400 Washington St Paducah, KY 42003 - Other-Coach - Assistant Soccer Coach - Start Date: 01/10/2020 - 40 Hours Per Month/0 Hours During Securities Trading - Assistant soccer coach for Paducah Tilghman High School. 3. 02/26/2025 - Financial Institution Duty - Investment Related - Various Locations - Start Date 01/06/2025 - 5 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-22 |
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