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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-23 |
| WI | RA | APPROVED | 2022-05-18 |
Branch Locations
5910 Mineral Point Rd., Madison, WI 53705 • United States
New Glarus, WI • 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 |
|---|---|---|---|---|
| Mutual Of Omaha | Wilmington | NC | 04/2014 | 05/2017 |
| Mutual Of Omaha Investor Services | Wilmington | NC | 04/2014 | 05/2017 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 09/2017 | Present |
| Cuna Mutual Group | Madison | WI | 09/2017 | Present |
| Unemployed | Carolina Beach | NC | 05/2017 | 09/2017 |
| Lpl Financial Llc | Hollandale | WI | 05/2022 | Present |
1.05/18/2022-Investor Guidance Center- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-11 |
| S65 | Uniform Investment Adviser Law Examination | 1998-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-05 |
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