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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-18 |
Branch Locations
2900 Decker Drive, Baytown, TX 77521 • United States
6810 Garth Rd, Baytown, TX 77521 • United States
2700 N. Alexander Dr, Baytown, TX 77521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 01/2007 | 09/2016 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 01/2007 | 09/2016 |
| Cuso Financial Services, Lp | San Diego | CA | 09/2016 | 01/2024 |
| Community Resource Credit Union | Baytown | TX | 09/2016 | Present |
| Lpl Financial Llc | Baytown | TX | 01/2024 | Present |
1) 01/18/2024 - CRCU Retirement & Investment Services - Investment Related - DBA for LPL Business (entity for LPL business) - At reported business location(s) 2)01/18/2024 - CRCU Retirement & Investment Services - Investment Related - DBA for LPL Business (entity for LPL business) - At reported business location(s) - Start date: 11/24/2023 - 160 Hrs/Mth - 8 Hrs During Trading. 3) 06/17/2025 - Dragonfly Paradise Inc. - Investment Related - Real Estate Rental - New Braunfels TX - Start Date:05/01/2025 - 10 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-09 |
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