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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-05-15 |
| PA | RA | APPROVED | 2025-05-15 |
Branch Locations
8805 University Blvd, Moon Township, PA 15108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 11/2000 | 05/2023 |
| Cuna Mutual Group | Waverly | IA | 03/2004 | 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)- Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-28 |
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