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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-06 |
| KY | RA | APPROVED | 2024-08-19 |
Branch Locations
227 Midland Park Suite 3A, Shelbyville, KY 40065 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
227 Midland Park Suite 3A, Shelbyville, KY 40065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Benefit Planning Inc. | Shelbyville | KY | 09/1991 | Present |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 08/2013 | 08/2024 |
| Lpl Financial | Shelbyville | KY | 08/2024 | Present |
1 - 08/05/2024 - TN ENTERPRISES LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - KY 40065 - OBA Start Date: 02/16/2007. 2 - 08/05/2024 - Benefit Planning Inc - Seminar - Not Inv Related - 25 Hours/Month - KY 40065 - OBA Start Date: 09/19/2002. 3 - 08/05/2024 - Benefit Planning Inc - DBA for LPL Business (entity for LPL business) - Inv Related - 25 Hours/Month - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-22 |
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