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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 05/2006 | 05/2019 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 05/2006 | 05/2019 |
| Lpl Financial, Llc | Canfield | OH | 06/2019 | Present |
1.06/14/2019; Investment products and services are offered through LPL Financial LLC using the DBA/trade name McMahon Financial Group, LLC; Investment Related; at Reported Business Location(s); Start Date 05/01/2019; hrs/mth; hrs during trading 2.06/17/2020; None; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 02/18/2020; 1hrs/mth; 1hrs during trading 3.08/24/2026; RippleVerse Inc.; For-Profit Board Member; Not Investment Related; Warren,OH; Start Date 08/14/2026; 20hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-09 |
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