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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-08-20 |
| TX | RA | APPROVED | 2024-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oasis Golf Club | Loveland | OH | 02/2012 | 05/2024 |
| Benefit Planning Llc | Cincinnati | OH | 06/2024 | Present |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 07/2024 | 08/2024 |
| Lpl Financial Llc | Cincinnati | OH | 08/2024 | Present |
1-08/2024 / Benefit Planning Inc. / DBA for LPL Business (entity for LPL business) / INV RLTD / 160 HRS MNTH / 40 HRS DURING TRADING / START 08/01/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-12 |
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