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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-05 |
| MI | RA | APPROVED | 2022-05-18 |
Branch Locations
311 Abbot Rd, East Lansing, MI 48823 • United States
4825 E Mt. Hope Rd, East Lansing, MI 48823 • United States
3775 Coolidge Rd, East Lansing, MI 48823 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 12/2013 | 07/2019 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 07/2019 | 05/2022 |
| Cuna Mutual Group | Waverly | IA | 07/2019 | 05/2022 |
| Lpl Financial Llc | East Lansing | MI | 05/2022 | Present |
1) 05-18-2022-Mark's Woodworking Creations-NOT INVESTMENT RELATED-Home Based-Business Owner-START DATE: 2018-5 Hours Per Month/o Hours During Trading- 2) 05-18-2022-MSUFCU Financial Solutions- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business) 3) 01/22/2024 - TrulyU Wealth Management and Investment Services- Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/15/2023 - 160 Hrs/mo; 40 Hrs During Trading. 4) 08/23/2024 - TrulyU - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/01/2024 - 160 Hrs/mo; 40 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-04 |
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