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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suncoast Schools Fcu | Tampa | FL | 09/1993 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 09/2004 | Present |
| Lpl Financial Llc | Tampa | FL | 05/2022 | Present |
1) 05/18/2022 - Suncoast Investment Services-Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)- Registered Admin 2) 05/18/2022 - SUNCOAST SCHOOLS FED'L CREDIT UNION-Investment Related - At Reported Business Location(s)- Financial Institution Duty- Investment Assistant- Start Date - 9/22/04- 75 Hours Per Month/ 75 Hours During Securities Trading- Time Spent 50%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-11 |
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