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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2022-05-18 |
Branch Locations
2810 Edgewood Rd Sw, Cedar Rapids, IA 52404 • United States
1 W. Charles Street, Oelwein, IA 50662 • United States
1900 3Rd Avenue Se, Independence, IA 50644 • United States
5805 Rockwell Dr Ne, Cedar Rapids, IA 52402 • 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 Mutual Group | Waverly | IA | 06/2011 | Present |
| Cuna Brokerage Services Inc. | Waverely | IA | 06/2011 | Present |
| Lpl Financial Llc | Independence | IA | 05/2022 | Present |
1)05/18/2022 - Veridian Investment Services -Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2)05/18/2022 - Life Properties LLC -Investment Related - Home Based - Real Estate Rental - owner - Start Date - 10/2016 - 1 Hours Per Month 3)05/18/2022 - No Business Name - Investment Related - Home Based - Non-Variable Insurance - Trails Only - Start Date - 1998 - 0 Hours Per Month 4)05/18/2022 - Life Properties LLC - Not Investment Related- Home Based - Business Entity For Tax/Investment Purposes Only - owner - Start Date- 10/2016 - 1 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-06 |
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