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5910 Mineral Point Rd, Madison, WI 53705 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-01-15 |
Branch Locations
5910 Mineral Point Rd, Madison, WI 53705 • United States
Hull, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 03/2017 | Present |
| Cuna Brokerage Services, Inc | Waverly | IA | 03/2017 | Present |
| Self-Employed | Hingham | MA | 12/2015 | 03/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-12 |
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