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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-30 |
| TX | RA | APPROVED | 2025-05-15 |
Branch Locations
10150 Meanley Drive First Floor, San Diego, CA 92131 • United States
Allen, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 03/2000 | 05/2022 |
| Cuna Mutual Group | Waverly | IA | 03/2000 | 10/2023 |
| Lpl Financial Llc | Fort Worth | TX | 05/2022 | 06/2023 |
| Cuso Financial Services, Lp | San Diego | TX | 10/2023 | 05/2025 |
| Lpl Financial Llc | San Diego | CA | 05/2025 | Present |
1. 05/02/2025 - CU Conferences - Investment Related - Speaker/ Seminar/ Workshops - Robert smith - Start Date:04/01/2007 - 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-19 |
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