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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2024-05-28 |
| MA | RA | APPROVED | 2023-09-26 |
| NC | RA | APPROVED | 2023-08-16 |
| MD | RA | APPROVED | 2023-02-22 |
| NJ | RA | APPROVED | 2022-05-18 |
| NY | RA | APPROVED | 2022-05-18 |
Branch Locations
397 Upton Place, Rahway, NJ 07065 • United States
125 Wireless Blvd, Hauppauge, NY 11788 • United States
1638 Skibo Rd, Fayetteville, NC 28303 • United States
111 Rockville Pike, Ste 500, Rockville, MD 20852 • United States
3015 University Blvd W, Kensington, MD 20895 • United States
9500 Arena Drive Ste. 103, Largo, MD 20774 • United States
3701 Rossmoor Blvd, Silver Spring, MD 20906 • 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 |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 09/1998 | 05/2022 |
| Cuna Mutual Group | Waverly | IA | 10/2006 | 05/2022 |
| Lpl Financial Llc | Rahway | NJ | 05/2022 | Present |
1) 05/18/2022 - People's Alliance Investment & Retirement Center-Investment Related- At Reported Business Location(s)-DBA for LPL Business (entity for LPL business) 2) 05/18/2022 - MEMBERS Financial Services-Investment Related- At Reported Business Location(s)-DBA for LPL Business (entity for LPL business) 3) 3/28/2023 - NIHFCU Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 03/21/2023 - 40 Hours Per Month/40 Hours During Securities Trading 4) 06/11/2024 - HARBORONE INVESTMENT SERVICES, BY LPL BROKERAGE SERVICES - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/15/2023 - 5 Hours Per Month/ 1 Hour During Trading 5) 06/11/2024 - ATLANTIC FINANCIAL SERVICES - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/04/2024 - 5 Hours Per Month/ 1 Hour During Trading 6) 06/11/2024 - MEMBERS FINANCIAL SERVICES - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/24/2023 - 5 Hours Per Month/ 1 Hour During Trading 7) 06/11/2024 - NASSAU FINANCIAL INVESTMENT CENTER - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/25/2021 - 5 Hours Per Month/ 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-02 |
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