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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Auburndale | MA | 10/2014 | 11/2016 |
| The Village Bank | Auburndale | MA | 10/2014 | 11/2016 |
| Cuna Mutual Group | Waverly | IA | 01/2017 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 01/2017 | Present |
| Umemployed | Boston | MA | 11/2016 | 01/2017 |
| Lpl Financial Llc | Chelsea | MA | 05/2022 | Present |
1)05/18/2022 - Metro Investment Services-Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2)05/18/2022 - No Business Name -Investment Related - Boston, MA 02215-3307 - Real Estate Rental - owner - Start Date - 11/2016 - 1 Hours Per Month 3)05/18/2022 - No Business Name - Investment Related - Boston, MA 02115-4234 - Real Estate Rental - Owner - Start Date - 05/1986 - 1 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-22 |
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