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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-11 |
| MS | RA | APPROVED | 2022-05-18 |
Branch Locations
6012 Highway 63, Moss Point, MS 39563 • United States
2515 Schillinger Road S, Mobile, AL 36695 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 02/2005 | 05/2022 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 02/2005 | 05/2022 |
| Lpl Financial Llc | Moss Point | MS | 05/2022 | Present |
1. 05-18-2022-NCU Wealth Management- Investment Related- AT Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-14 |
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