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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2025-05-08 |
| AZ | RA | APPROVED | 2023-03-01 |
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 |
|---|---|---|---|---|
| New York And Company | Madison | WI | 04/2010 | Present |
| Cuna Mutual Group | Waverly | IA | 02/2015 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 02/2015 | Present |
| Lpl Financial Llc | Scottsdale | AZ | 05/2022 | Present |
1. 05-18-2022-CUNA Mutual Executive Benefits- Investment Related- AT Reported Business Location(s)- Non-Variable Insurance-START DATE: 02/16/2015-Time Spent Percent:30%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-03 |
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