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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-03 |
| WI | RA | APPROVED | 2022-05-18 |
Branch Locations
1333 W Main St, Sun Prairie, WI 53590 • United States
112 South Grand Ave, Sun Praire, WI 53590 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 08/2009 | Present |
| Cuna Brokerage Services,Inc. | Waverly | IA | 08/2009 | Present |
| Lpl Financial Llc | Sun Praire | WI | 05/2022 | Present |
1) 05-18-2022-Sun Prairie Youth Hockey Association- NOT INVESTMENT RELATED- 838 Grove St, Sun Prairie, WI 53590- Coach/Sports/Fitness- START DATE: 10/1//2020-15 Hours Per Month/0 Hours During Trading- 2) 05-18-2022- Summit Financial Advisors- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-13 |
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