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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-05-16 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1151 Red Mile Road, Lexington, KY 40504 • United States
1151 Red Mile Road, Lexington, KY 40504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Encompass Benefits & Mgmt. Services, Llc | Lexington | KY | 01/2003 | Present |
| Lincoln Financial Securities Corporation | Lexington | KY | 10/2008 | 05/2024 |
| Benefit Insurance Marketing Inc | Lexington | KY | 05/2010 | Present |
| Lpl Financial | Lexington | KY | 05/2024 | Present |
1) 05/2024 - Benefit Insurance Marketing, Inc. - Non-Variable Insurance - Inv. Related - Lexington, KY - Agent Selling Insurance- Start Date 5/1/2010 - 100hrs/month - 80% time spent 2) 05/2024 - Encompass Benefits & Management Services, LLC - Medical Practice Consulting - Inv. Related - Lexington, KY - Owner - Start Date 1/01/2003 - 10hrs/month - 3% time spent 3) 05/2024 - Twenty Twenty-One, LLC - Business Entity For Tax/Investment Purposes Only - Non-inv. Related - Lexington, KY - Co-Owner - Start Date 2/01/2021 - 0hrs/month - 0% time spent 4) 05/2024 - Benefit Insurance Marketing, Inc. d.b.a. Bim Group - Insurance Agency - Inv. Related - Lexington, KY - President/Benefit Consultant - Start Date 5/1/2010 - 100hrs/month - 80% time spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-30 |
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