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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-03-23 |
Branch Locations
1005 Blairs Ferry Road Ne, Cedar Rapids, IA 52402-5794 • United States
1655 Jordan St, North Liberty, IA 52317 • United States
5908 Winterberry Dr, Cedar Falls, IA 50613 • United States
6260 Mills Civic Pkwy, West Des Moines, IA 50266 • United States
3680 Hwy 151, Marion, IA 52302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 06/2000 | 02/2026 |
| Cuna Mutual Group | Waverly | IA | 06/2000 | 02/2026 |
| Collins Community Credit Union | Cedar Rapids | IA | 03/2026 | Present |
| Lpl Financial Llc | Cedar Rapids | IA | 03/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Collins Wealth Management - Inv Rel - At Reported Business Location (s) - Start Date: 02/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-02 |
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