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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-07-01 |
| WA | RA | APPROVED | 2022-05-18 |
| WI | RA | APPROVED | 2022-05-18 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Homestreet Bank | Vancouver | WA | 12/2005 | 02/2019 |
| Cetera Investment Services Llc | St. Cloud | MN | 02/2012 | 02/2019 |
| Edward Jones | St Louis | MO | 02/2019 | 03/2021 |
| Cuna Brokerage Services | Waverly | IA | 06/2021 | Present |
| Cuna Mutual Group | Waverly | IA | 06/2021 | Present |
| Unemployed | Battle Ground | WA | 03/2021 | 06/2021 |
| 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. 07/26/2022 - Altra Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 3. 07/06/2023 - Prairie du Chien School District - Not Investment Related - WI - Outside/W-2 Employment - Head Coach Men's Soccer Team - Start Date 08/14/2023 - 30 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-01 |
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