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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-09-03 |
Branch Locations
10300 Linn Station Rd Ste 225, Louisville, KY 40223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moneyline Wealth Management | Lexington | KY | 07/2023 | 01/2025 |
| Taurus Capital Management Limit | Louisville | KY | 01/2020 | 07/2024 |
| Lpl Financial Llc | Lexington | KY | 07/2024 | Present |
| Bluegrass Lending Inc. | Louisville | KY | 05/2023 | 08/2023 |
| Kentucky Refugee Ministries, Inc. | Lexington | KY | 05/2023 | 08/2023 |
| University Of Kentucky | Lexington | KY | 08/2020 | 05/2024 |
| Kentucky Country Day School | Louisville | KY | 08/2013 | 05/2020 |
| Postmates | Louisville | KY | 12/2020 | 03/2021 |
| Doordash | Louisville | KY | 05/2021 | 08/2021 |
| Blairwood | Louisville | KY | 06/2018 | 03/2020 |
| Bright Custom Homes And Remodeling | Louisville | KY | 06/2020 | 08/2020 |
1- 01/22/2025-Hurstbourne Insurance and Financial LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/20/2025- 100 Hours Per Month- 3 Hours During Trading 2- 01/21/2025- Hurstbourne Wealth Management LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/20/2025- 100 Hours Per Month- 4 Hours During Trading 3- 04/14/2026- Hurstbourne Insurance and Financial LLC- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/20/2025- 100 Hours Per Month- 50 Hours During Trading 4- 06/08/2026 - HURSTBOURNE VENDING LLC - Business Owner - Not Investment Related - At Reported Business Location(s) - Start Date 05/27/2026 - 12 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-15 |
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