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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-06-26 |
| TX | RA | APPROVED | 2024-06-26 |
Branch Locations
1820 Maple Grove Rd, Duluth, MN 55811 • United States
2120 Se 2Nd Ave, Grand Rapids, MN 55744 • United States
2800 Hannah Avenue Nw, Bemidji, MN 56601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Affinity Plus Federal Credit Union | Grand Rapids | MN | 06/2009 | Present |
| Cuna Brokerage Services Inc. | Waverly | IA | 06/2012 | 05/2022 |
| Lpl Financial Llc | Duluth | MN | 05/2022 | Present |
1.05/18/2022 - AFFINITY PLUS FEDERAL CREDIT UNION - Investment Related- At Reported Business Location(s)- Financial Institution Duty- Registered Representative- Time Spent 100% 2.05/18/2022 - Affinity Plus Investment Center- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-28 |
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