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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-05-18 |
Branch Locations
2750 Snelling Ave N, Roseville, MN 55113 • United States
2520 University Ave Se, Minneapolis, MN 55414 • 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 | 08/2008 | Present |
| Lpl Financial Llc | Roseville | MN | 05/2022 | Present |
1) 05-18-2022-Affinity Plus FCU- Investment Related- At Reported Business Location(s)-Financial Institution Duty-Director-START DATE: 8/2008- 2) 05-18-2022-Affinity Plus Investment Center- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-Program Manager-
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-09 |
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