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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
1005 Blairs Ferry Road Ne, Cedar Rapids, IA 52402-5794 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 05/1997 | 05/2022 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 04/1998 | 05/2022 |
| Lpl Financial Llc | Cedar Rapids | IA | 05/2022 | Present |
1) 05-18-2022-Patrick Cook Construction Inc.- NOT INVESTMENT RELATED-Home Based-Other-Bookkeeping-START DATE: 12/2013-3 Hours Per Month/0 Hours During Trading-Time Spent Percent: 1%- 2) 05-18-2022- Collins Wealth Management- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-Registered Admin 3) 01/29/2026 - City of Robins - Political Office - City Council Finance Coordinator - Not Investment Related - Robins, IA - Start Date 11/20/2023 - 6 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-02 |
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