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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-05-18 |
| WI | RA | APPROVED | 2022-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 03/2013 | Present |
| Cuna Brokerage Services, Inc | Waverly | IA | 03/2013 | Present |
| Lpl Financial Llc | Lacrosse | WI | 05/2022 | Present |
1) 05/18/2022 - Altra Financial Advisors Retirement and Wealth Management- Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2) 05/18/2022 - Bendita Holdings LLC - Not Investment Related- Home Based - Business Owner / Rentals - co-owner - Start Date: 3/2021- 0 Hours Per Month 3) 05/18/2022 - Highrevev LLC - Not Investment Related - Home Based - Business Owner - co-owner - Start Date: 3/2021 - 0 Hours Per Month 4) 05/18/2022 - Breyer's Sales and Service - Not Investment Related - 523 S 7th St., La Crescent, MN 55947 - Family Business - co-owner - Start Date: 1961 - 0 Hours Per Month 5) 07/26/2022 - Altra Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 6) 09/09/2024 - Notary Public - Investment Related - At Reported Business Location(s) - Start Date 09/05/2024 - 1 Hour Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-03 |
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