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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-24 |
| GA | RA | APPROVED | 2022-05-18 |
Branch Locations
6251 Crooked Creek Road, Peachtree Corners, GA 30092 • United States
One Coca Cola Plaza Nw Usa 3 A6024, Atlanta, GA 30313 • United States
Smyrna, GA • 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 |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 10/2001 | 05/2022 |
| Cuna Mutual Group | Waverly | IA | 10/2001 | 05/2022 |
| Lpl Financial Llc | Atlanta | GA | 05/2022 | Present |
1- 05/19/2022 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name CCCU Wealth Management - Investment Related - At Reported Business Location(s) 2- 04/29/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name MEMBERS Financial Services - Investment Related - At Reported Business Location(s) - Start Date 04/27/2026 - 160 hours per month/ 140 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-04-20 |
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