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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-29 |
| FL | RA | APPROVED | 2022-05-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services Inc | Waverly | IA | 08/2014 | Present |
| Suncoast Credit Union | Tampa | FL | 08/2014 | Present |
| Lpl Financial Llc | Plant City | FL | 05/2022 | Present |
1)05/18/2022 - Suncoast Investment Services-Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2)05/18/2022 - Suncoast CU -Investment Related - At Reported Business Location - Financial Institution Duty- Financial Advisor- Start Date - 08/2014- 160 Hours Per Month/ 160 Hours During Securities Trading- Time Spent 100%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-17 |
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