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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2023-11-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 12/2014 | Present |
| Cuna Brokerage Services, Inc | Waverly | IA | 12/2014 | Present |
| Lpl Financial Llc | Portland | OR | 05/2022 | Present |
1)05/18/2022 - Oregonians Financial Planning-Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2)05/18/2022 - No Business Name -Investment Related - VANCOUVER WA 98662- Real Estate Rental - owner - Start Date - 09/01/2012 - 5 Hours Per Month/ 0 Hours During Securities Trading- Time Spent 5%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-21 |
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