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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-09 |
| NM | RA | APPROVED | 2022-05-18 |
Branch Locations
3740 Ellison Rd Nw, Albuquerque, NM 87114 • United States
7412 Jefferson St Ne, Albuquerque, NM 87109 • United States
2700 Palmilla Rd Nw, Los Lunas, NM 87031 • United States
9200 Golf Course Rd, Albuquerque, NM 87114 • United States
1900 Wellspring Ave Se, Rio Rancho, NM 87124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 07/2015 | 06/2018 |
| Cuna Mutual Group | Waverly | IA | 07/2018 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 07/2018 | Present |
| Crossfit Assimilation | Albuquerque | NM | 01/2018 | 09/2020 |
| Lpl Financial Llc | Albuquerque | NM | 05/2022 | Present |
1. 05-18-2022-MEMBERS Financial Services- Investment Related- AT Reported Business Location(s)- DBA for LPL Business (entity for LPL business) 2. 04/11/2024 - Other - Turo Car Rental - Not Investment Related - Home Based - Start Date 02/26/2024 - 4 Hours Per Month/ 0 Hours During Trading 3. 04/11/2024 - Gym - Other - CrossFit Coach - Not Investment Related - 4201 Yale Blvd NE, Albuquerque, NM 87107 - Start Date 06/26/2023 - 2 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-04 |
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