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11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-11-30 |
Branch Locations
705 Pacific Ave South, Long Beach, WA 98631 • United States
1409 251St Place, Ocean Park, WA 98640 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
331 W Wishkah Street, Aberdeen, WA 98520 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 11/2009 | 05/2022 |
| Great Northwest Federal Credit Union | Aberdeen | WA | 09/2014 | 05/2019 |
| Cuna Mutual Group | Waverly | IA | 05/2019 | 05/2022 |
| Lpl Financial Llc | Aberdeen | WA | 05/2022 | 11/2023 |
| Money Concepts Capital Corp. | Palm Beach Gardens | FL | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-14 |
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