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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-22 |
| WI | RA | APPROVED | 2022-05-18 |
Branch Locations
5910 Mineral Point Road, Madison, WI 53705 • United States
Verona, WI • United States
100 Lynnhaven Parkway, Virginia Beach, VA 23452 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Madison | WI | 01/2014 | Present |
| Cuna Brokerage Services, Inc. | Madison | WI | 01/2014 | Present |
| Lpl Financial Llc | Verona | WI | 05/2022 | Present |
| Chartway Federal Cu | Virginia Beach | VA | 02/2024 | Present |
1. 05/18/2022-Investor Guidance Center- Investment Related- At Reported Business Location(s)-DBA for LPL Business (entity for LPL business)- 2. 3/10/2023 - FCCU Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 01/01/2021 - 10 Hours Per Month/8 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-05 |
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