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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-05-18 |
Branch Locations
389 Route 9 North, Freehold, NJ 07728 • United States
783 Wayside Rd, Neptune, NJ 07753 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 07/2018 | Present |
| United Teltech Financial Federal Credit Union | Tinton Falls | NJ | 12/2014 | 04/2019 |
| Cuna Mutual Group | Waverly | IA | 04/2019 | Present |
| Lpl Financial Llc | Freehold | NJ | 05/2022 | Present |
1)05/18/2022 - First Financial Investment & Retirement Center - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2)05/18/2022 - First Financial FCU and Novartis FCU - Investment Related - At Reported Business Location(s) - Notary- Notary - Start Date: 2010- 0 Hours Per Month/0 Hours During Securities Trading- Time Spent 0%. 3)11/02/2022 - Ridgedale Wealth Team - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 10/26/2022 - 80 Hours Per Month/80 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-02 |
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