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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-08-19 |
Branch Locations
9165 Otis Ave, Suite # 214, Indianapolis, IN 46216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 08/2013 | Present |
| Lpl Financial Llc | Indianapolis | IN | 08/2024 | Present |
1- 08/2024 / Benefit Planning Inc / DBA for LPL Business (entity for LPL business) / Investment Related / 2 hrs mth / At reported business location(s) 2- 08/2024 / Benefit Planning Inc / Other - Seminars / Not Investment Related / 2 hrs mth / Indianpolis, IN / Start date: 02/01/2005
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-28 |
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