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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-30 |
| PA | RA | APPROVED | 2022-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 11/2014 | 05/2022 |
| Cuna Brokerage Services | Waverly | IA | 11/2014 | 05/2022 |
| Lpl Financial Llc | Harrisburg | PA | 05/2022 | Present |
1. 05-18-2022-Belco Retirement & Investment Services-Investment Related- AT Reported Business Location(s)- DBA for LPL Business (entity for LPL business) 2. 04/25/2024 - SIMON SAYS RACING STABLE - Outside/W-2 Employment - Owner of a Thoroughbred - Not Investment Related - Start Date 01/01/2024 - 5 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-10 |
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