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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Danvers | MA | 02/2016 | 12/2016 |
| Cuna Mutual Group | Waverly | IA | 05/2017 | Present |
| Cuna Brokerage Services, Inc | Waverly | IA | 05/2017 | Present |
| Unemployed | Melrose | MA | 01/2017 | 05/2017 |
| Lpl Financial Llc | Melrose | MA | 05/2022 | Present |
1. 05-18-2022-Metro Investment Services- Investment Related- AT Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-29 |
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