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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-02 |
| MI | RA | APPROVED | 2022-05-18 |
Branch Locations
2151 Cogswell Drive, Whitehall, MI 49461 • United States
630 32Nd Street Se, Grand Rapids, MI 49548 • United States
2710 Holton-Whitehall Rd, Whitehall, MI 49461 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 03/1992 | Present |
| Adventure Cu | Grand Rapids | MI | 01/2007 | Present |
| Lpl Financial Llc | Whitehall | MI | 05/2022 | Present |
1) 05/18/2022 - Adventure Retirement and Investment Services-Investment Related - At Reported Business Location(s) -DBA for LPL Business (entity for LPL business) - Institution Program Manager 2) 05/18/2022 - HarborLight Retirement and Investment Services -Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Institution Program Manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 1989-06-07 |
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