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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-05-18 |
Branch Locations
123 Falls Street, Seneca Falls, NY 13148 • United States
1400 E. Erie Blvd., Syracuse, NY 13110 • United States
2087 East Henrietta Road, Rochester, NY 14623 • United States
41 Hovey Square, Hilton, NY 14468 • United States
5201 W Taft Road, Syracuse, NY 13212 • United States
100 Marina Dr Canal Ponds Pk, Rochester, NY 14626-5104 • United States
5641 Transit Rd, East Amherst, NY 14051 • United States
2121 Hudson Ave, Rochester, NY 14617 • United States
877 Route 13, Cortland, NY 13045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 06/2013 | Present |
| Cuna Brokerage Services, Inc | Waverly | IA | 06/2013 | Present |
| Lpl Financial Llc | Courtland | NY | 05/2022 | Present |
1. 05-18-2022-The Summit Retirement & Investment Services- Investment Related-AT Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-21 |
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