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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2018-07-25 |
Branch Locations
13600 W. Greenfield Ave, Brookfield, WI 53005 • 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 |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 12/2013 | 07/2018 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 07/2018 | 07/2018 |
| Cuna Mutual Group | Waverly | IA | 07/2018 | 07/2018 |
| Lpl Financial Llc | Brookfield | WI | 07/2018 | Present |
| Park Bank | Brookfield | WI | 07/2018 | 07/2018 |
| Landmark Credit Union | Brookfield | WI | 09/2019 | Present |
1. 10/4/2019 - Landmark Investment Center - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/23/2019 - 160 Hours Per Month/40 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-31 |
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