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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-25 |
| KY | RA | APPROVED | 2025-07-22 |
Branch Locations
50 E Rivercenter Blvd Ste 915, Covington, KY 41011 • United States
50 E Rivercenter Blvd Suite 915, Covington, KY 41011 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • 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 |
|---|---|---|---|---|
| Cox Financial | Cincinnati | OH | 08/1995 | 06/2025 |
| Stonex Securities Inc | Covington | KY | 03/2015 | 06/2025 |
| Stonex Advisors Inc | Covington | KY | 03/2015 | 06/2025 |
| Lpl Financial Llc | Covington | KY | 06/2025 | Present |
1) 06/23/2025 - Cox Financial Corporation - DBA for LPL Business (entity for LPL business) - Inv Related - Covington, KY - 03/18/2021 - 0 Hrs/Mth - 0 Hrs During Trading. 2) 06/23/2025 - Maynard Asset Management LLC - Business Entity For Tax/Investment Purposes Only - Inv Related - Covington, KY - 03/18/2021 - 160 Hrs/Mth - 40 Hrs During Trading. - 90% time spent 3) 06/23/2025 - Soggy Dollar - Retail - Inv Related - Ft. Wright, KY - 08/05/2014 - 2 Hrs/Mth - 0 Hrs During Trading - 2% time spent 4) 07/24/2025 - Non-Variable Insurance - Investment Related - Home Based - Start Date:08/01/2025 - 1 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-18 |
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