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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-05 |
| GA | RA | APPROVED | 2022-05-18 |
Branch Locations
100-1979 Lakeside Pkwy, Tucker, GA 30084 • United States
1184 Alpharetta Street, Roswell, GA 30075 • United States
1861 Ga-138, Conyers, GA 30013 • United States
5895 Stewart Pkwy, Douglasville, GA 30135 • United States
2437 Loganville Hwy, Grayson, GA 30017 • United States
2 Perimeter Center East, Atlanta, GA 30346 • United States
5825 Windward Pky, Alpharetta, GA 30005 • United States
2437 Loganville Highway, Grayson, GA 30017 • United States
1861 Highway 138, Conyers, GA 30013 • United States
1979 Lakeside Parkway Suite 100, Tucker, GA 30084 • United States
Milton, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc | Waverly | IA | 11/2015 | Present |
| Cuna Mutual Group | Waverly | IA | 11/2015 | Present |
| Lpl Financial Llc | Grayson | GA | 05/2022 | Present |
1. 05/18/2022 - Georgia's Own Investment and Retirement Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-15 |
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