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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2022-05-18 |
Branch Locations
7 Calle Tabonuco Ste 103, Guaynabo, PR 00968 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citi International Financial Services | San Juan | PR | 01/2016 | 03/2019 |
| Cuna Mutual Group | Waverly | IA | 03/2019 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 03/2019 | Present |
| Lpl Financial Llc | Guaynabo | PR | 05/2022 | Present |
1)05/18/2022 - PenFed Wealth Management -Investment Related - At Reported Business Location(s) DBA for LPL Business (entity for LPL business) 2)05/18/2022 - No Business Name -Investment Related - Home Based - Non-Variable Insurance - Start Date - 2022 3)05/18/2022 - No Business Name - Investment Related - Guaynabo, PR 00969 - Real Estate Rental - Owner/Landlord - Start Date - 09/2021 - 0 Hours Per Month/ 0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-04 |
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