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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-05-18 |
Branch Locations
5910 Mineral Point Road, Madison, WI 53705 • United States
Madison, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 11/2010 | 09/2016 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 11/2010 | 09/2016 |
| Ameriprise Financial Services Inc | Madison | WI | 09/2016 | 12/2016 |
| Unemployed | Madison | WI | 12/2016 | 03/2017 |
| Cuna Mutual Group | Waverly | IA | 03/2017 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 03/2017 | Present |
| Lpl Financial Llc | Madison | WI | 05/2022 | Present |
1. 05/18/2022-CUNA Mutual Executive Benefits- Investment Related- At Reported Business Location(s)- Non-Variable Insurance- START DATE: 11/29/2010- TIME SPENT PERCENT: 30%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-06 |
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