Best Investors Account Sign in
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-05-18
MO RA APPROVED 2022-05-18
  • IL RA
    APPROVED
    Since 2022-05-18
  • MO RA
    APPROVED
    Since 2022-05-18

Branch Locations

2020 N. Belt East, Belleville, IL 62221-6292 • United States

712 W. Us Hwy 50, O'FAllon, IL 62269 • United States

8866 Ladue Rd, St Louis, MO 63124 • United States

555 Lincoln Hwy, Fairview Heights, IL 62208 • United States

1100 Belt Line Rd, Collinsville, IL 62234 • United States

12455 State Rt. 143, Highland, IL 62249 • United States

101 Credit Union Way, Edwardsville, IL 62025 • United States

1067 S. State Route 157, Edwardsville, IL 62025 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Cuna Brokerage Services, Inc. Waverly IA 06/2007 05/2022
Cuna Mutual Group Waverly IA 06/2007 05/2022
Lpl Financial Llc Edwardsville IL 05/2022 Present
  • 06/2007 → 05/2022
    Cuna Brokerage Services, Inc.
    Waverly, IA
  • 06/2007 → 05/2022
    Cuna Mutual Group
    Waverly, IA
  • 05/2022 → Present
    Edwardsville, IL
Previous Registrations
  • 2008-03-17 → 2022-05-18
    Cuna Brokerage Services, Inc.
    St. Louis, MO
    St Louis, MO
    Waverly, IA
    St. Louis, MO
    St. Louis, MO
    St Louis, MO
    Edwardsville, IL
    St. Louis, MO
    Collinsville, IL
    Highland, IL
    Fairview Heights, IL
    St Louis, MO
    O'FAllon, IL
    Belleville, IL
    Edwardsville, IL
Other Businesses

1)05/18/2022 - SCU Retirement & Investment Services-Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2)05/18/2022 - Golden Eagle Land CRP - Crop Restoration Program-Not Investment Related - Golden Eagle, IL 62036- Other - Land - Start Date - 07/2012

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-14
S63 Uniform Securities Agent State Law Examination 2001-01-04
  • S66 Uniform Combined State Law Examination
    2008-03-14
  • S63 Uniform Securities Agent State Law Examination
    2001-01-04
Other Names
  • Anna Marie Greer

View on SEC IAPD

More in Belleville, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor