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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2025-10-25
WI RA APPROVED 2023-09-15
TX RA APPROVED 2023-02-16
TN RA APPROVED 2022-05-18
  • AL RA
    APPROVED
    Since 2025-10-25
  • WI RA
    APPROVED
    Since 2023-09-15
  • TX RA
    APPROVED
    Since 2023-02-16
  • TN RA
    APPROVED
    Since 2022-05-18

Branch Locations

5910 Mineral Point Road, Madison, WI 53705 • United States

Madison, AL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mutual Of America Irving TX 12/2010 03/2019
Gwfs Equities, Inc Greenwood Village CO 06/2019 05/2021
Cuna Brokerage Services Waverly IA 05/2021 05/2022
Cuna Mutual Group Waverly IA 05/2021 05/2022
Lpl Financial Llc Brentwood TN 05/2022 Present
  • 12/2010 → 03/2019
    Mutual Of America
    Irving, TX
  • 06/2019 → 05/2021
    Gwfs Equities, Inc
    Greenwood Village, CO
  • 05/2021 → 05/2022
    Cuna Brokerage Services
    Waverly, IA
  • 05/2021 → 05/2022
    Cuna Mutual Group
    Waverly, IA
  • 05/2022 → Present
    Brentwood, TN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-04-04
S63 Uniform Securities Agent State Law Examination 2000-11-27
  • S66 Uniform Combined State Law Examination
    2002-04-04
  • S63 Uniform Securities Agent State Law Examination
    2000-11-27
Designations
Other Names
  • Kimchi Ann Donovan
  • Kimchi Ann Donovan
  • Kimchi Ann Godwin

View on SEC IAPD

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