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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-05-18 |
Branch Locations
2000 Heritage Way, Waverly, IA 50677 • United States
Clarendon Hills, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 12/2010 | 05/2022 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 12/2010 | 05/2022 |
| Lpl Financial Llc | Waverly | IA | 05/2022 | Present |
1) 05/04/2023 - TruStage Wealth Management Consulting Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 5/23/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-22 |
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