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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-05-18 |
Branch Locations
1309 N Lincoln Avenue, Bay City, MI 48708 • United States
6640 Bay Road, Saginaw, MI 48604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc | Waverly | IA | 05/2016 | Present |
| Cuna Mutual Group | Waverly | IA | 05/2016 | Present |
| Lpl Financial Llc | Bay City | MI | 05/2022 | Present |
1)05/18/2022 - FinancialEdge Advisory Group-Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2)05/18/2022 - United Bay Financial Services -Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 3)05/18/2022 - Wildfire Financial Group-Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-03 |
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