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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-10-02
KY RA APPROVED 2018-02-14
  • TX RA
    APPROVED_RES
    Since 2024-10-02
  • KY RA
    APPROVED
    Since 2018-02-14

Branch Locations

221 W 5Th St, Benton, KY 42025 • 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

414 S 12Th Street, Murray, KY 42071 • United States

456 E 5Th Avenue Se, Calvert City, KY 42029 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Community Financial Services Bank Benton KY 05/2016 Present
Invest Financial Corp. Tampa FL 05/2016 02/2018
Lpl Financial Llc Benton KY 02/2018 Present
  • 05/2016 → Present
    Community Financial Services Bank
    Benton, KY
  • 05/2016 → 02/2018
    Invest Financial Corp.
    Tampa, FL
  • 02/2018 → Present
    Benton, KY
Previous Registrations
  • 2017-02-13 → 2018-02-14
    Invest Financial Corporation
    Benton, KY
Other Businesses

1. 03/21/2018 - CFSB Investments - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 05/15/2015 - 40 Hours Per Month/40 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-10
  • S66 Uniform Combined State Law Examination
    2017-02-10
Other Names
  • Patrick Flanary

View on SEC IAPD

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