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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2022-05-18 |
| NC | RA | APPROVED | 2022-05-18 |
Branch Locations
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 |
|---|---|---|---|---|
| First Allied Securities, Inc. | San Diego | CA | 09/2010 | 11/2017 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 07/2012 | 11/2017 |
| Cabot Lodge Securities Llc | Fort Smith | AR | 11/2017 | 01/2018 |
| Cl Wealth Management Llc | Fort Smith | AR | 11/2017 | 01/2018 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 01/2018 | Present |
| Cuna Mutual Group | Waverly | IA | 01/2018 | Present |
| Lpl Financial Llc | Fort Smith | AR | 05/2022 | Present |
1. 05/19/2022 - United Investment Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 0 Hours Per Month/0 Hours During Securities Trading. 2. 03/19/2025 - Fianna Village Liquors - Rep's Business - Non Investment Related - At Reported Business Location(s - Start Date:07/01/2025 40 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-01 |
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