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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-05-18 |
Branch Locations
1990 2Nd Ave Se, Cambridge, MN 55008 • United States
2835 W St Germaine #100, St Cloud, MN 56301 • United States
13025 Riverdale Dr Nw Ste 1100, Coon Rapids, MN 55448 • United States
418 3Rd Ave East, Ste 108, Alexandria, MN 56308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Affinity Plus Federal Credit Union | Coon Rapids | MN | 10/2011 | Present |
| Cuna Brokerage Services, Inc | Waverly | IA | 09/2012 | 05/2022 |
| Lpl Financial Llc | Coon Rapids | MN | 05/2022 | Present |
1)05/10/2022 - Affinity Plus Investment Center -Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2)05/13/2022 - -Investment Related - At Reported Business Location(s)- Notary - Notary 3)05/13/2022 - AFFINITY PLUS FCU- Investment Related - At Reported Business Location(s)- Financial Institution Duty- Financial Advisor- 160 Hours Per Month 4) 07/31/2025 - Alex Sutherland Music / Calling September - Rep's Business - Not INv rel - Various Locations - Start date: 07/28/2025 - 10hrs/mnth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-21 |
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