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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-05-18 |
Branch Locations
1418 15Th Avenue, Longview, WA 98632-9968 • United States
33616 Pacific Hwy S, Federal Way, WA 98003 • United States
320 Front Ave Nw, Castle Rock, WA 98611 • United States
16510 Meridian East, Puyallup, WA 98375 • United States
27022 176Th Place Se, Covington, WA 98042 • United States
1620 Lake Tapps Pkwy Ste 101, Auburn, WA 98092 • United States
601 39Th Ave Sw, Puyallup, WA 98373 • United States
1620 Lake Tapps Pkwy Suite 101, Auburn, WA 98092 • United States
Kelso, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 07/2011 | 05/2022 |
| Cuna Mutual Group | Waverly | IA | 11/2015 | 05/2022 |
| Lpl Financial Llc | Longview | WA | 05/2022 | Present |
| Red Canoe Credit Union | Longview | WA | 05/2022 | Present |
1. 05-18-2022-Investment products and services are offered through LPL Financial LLC using the DBA/trade name / Red Canoe Financial Group- Inv Related / At Reported Business Location (s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-03 |
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