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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-09-16 |
Branch Locations
227 Midland Park Suite 3A, Shelbyville, KY 40065 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Benefit Planning | Shelbyville | KY | 03/2007 | Present |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 08/2013 | 08/2024 |
| Lpl Financial Llc | Shelbyville | KY | 08/2024 | Present |
1- 08/2024 / BENEFIT PLANNING INC / DBA for LPL Business (entity for LPL business) / Investment Related / 25 hrs mth / 1 hr during trading / At reported business location(s) 2- 08/2024 / BENEFIT PLANNING INC / Other - Seminars / Not Investment Related / SHELBYVILLE, KY / Start date: 09/19/2002 3- 10/25/2024 - Stivers Advisors - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home based - Start Date 10/01/2020 4- 10/25/2024 - DMC, INC. - Real Estate Rental - Owner - Investment Related - Henry Clay St., Shelbyville, KY - Start Date 08/01/1999 - 1 Hour Per Month/ 0 Hours During Trading 5- 10/25/2024 - DMC, INC. - Real Estate Rental - Owner - Burks Ranch, Shelbyville, KY - Start Date 08/01/1999 - 1 Hour Per Month/ 0 Hours During Trading 6- 10/25/2024 - DMC, INC. - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 12/30/1994 - 2 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-07 |
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