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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2022-05-18
  • WA RA
    APPROVED
    Since 2022-05-18

Branch Locations

1418 15Th Avenue, Longview, WA 98632-9968 • United States

1482 Dike Access Rd, Woodland, WA 98674 • United States

810 Burkhart Street Se, Albany, OR 97322 • United States

Ridgefield, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cuna Brokerage Services, Inc. Waverly IA 12/2006 Present
Cuna Mutual Group Waverly IA 01/2016 Present
Lpl Financial Llc Longview WA 05/2022 Present
  • 12/2006 → Present
    Cuna Brokerage Services, Inc.
    Waverly, IA
  • 01/2016 → Present
    Cuna Mutual Group
    Waverly, IA
  • 05/2022 → Present
    Longview, WA
Previous Registrations
  • 2013-02-19 → 2022-05-18
    Cuna Brokerage Services, Inc.
    Waverly, IA
    Longview, WA
Other Businesses

1. 05-18-2022-Investment products and services are offered through LPL Financial LLC using the DBA/trade name Red Canoe Credit Union/ Investment Related- AT Reported Business Location(s)-

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-04-04
  • S66 Uniform Combined State Law Examination
    2011-04-04
Other Names
  • Lynelle Clark

View on SEC IAPD

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