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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-15 |
Branch Locations
8805 University Blvd, Moon Township, PA 15108 • United States
1001 Liberty Ave. Ste 100, Pittsburgh, PA 15222 • United States
465 Valleybrook Rd, Mcmurray, PA 15317 • United States
485 Buffalo Street, Beaver, PA 15009 • United States
210 Golfview Dr, Monaca, PA 15061 • United States
105 E Pike St, Canonsburg, PA 15317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 11/2001 | 05/2023 |
| Cuna Mutual Group | Waverly | IA | 11/2001 | 05/2023 |
| Lpl Financial Llc | Moon Township | PA | 05/2022 | 05/2023 |
| Cuso Financial Services, Lp | San Diego | CA | 05/2023 | 05/2025 |
| Lpl Financial Llc | Moon Township | PA | 05/2025 | Present |
1. 05/15/2025-Clearview Wealth Management Group- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 05/16/2025- 160 Hours Per Month- 160 Hours During Trading 2. 05/15/2025-Xiropigado, LLC- Real Estate Rental- INV Related- At Englewood, FL- Start date 08/01/2024- 1 Hour Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-03 |
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