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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-20 |
| OH | RA | APPROVED | 2024-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 08/2013 | 08/2024 |
| Lpl Financial | San Diego | CA | 08/2024 | Present |
1- 08/2024 / BENEFIT PLANNING INC. / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2- 08/2024 / Benefit Planning Inc. / Other - Seminar / 25 hrs mth / 1 hr during trading / Not Investment Related / SHELBYVILLE, KY / Start : 09/19/2002 3- 08/2024 / Lann Financial Services INC / Non-Variable Ins Trails / 4 hrs mth / 1 hr during trading / Lakewood OH / Start date: 07/29/2024
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-05-29 |
| S65 | Uniform Investment Adviser Law Examination | 2012-10-11 |
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