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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2022-05-18 |
Branch Locations
2000 Heritage Way, Waverly, IA 50677 • United States
5910 Mineral Point Rd., Madison, WI 53705 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 03/2000 | Present |
| Cuna Mutual Group | Waverly | IA | 03/2000 | Present |
| Lpl Financial Llc | Clarksville | IA | 05/2022 | Present |
1. 10/28/2022 - No Business Name - Not Investment Related - Various Locations - Musician - Start Date: 10/28/2022 - 1 Hour Per Month/0 Hours During Securities Trading - Occasional singing as part of a band.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-18 |
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