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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-10-23 |
Branch Locations
2000 Heritage Way, Waverly, IA 50677 • United States
Ocean Pines, MD • United States
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ocean City | MD | 09/2015 | 11/2019 |
| Cuna Mutual Group | Waverly | IA | 11/2020 | Present |
| Cuna Brokerage Services Inc. | Waverly | IA | 11/2020 | Present |
| M&T Bank | Millsboro | DE | 12/2019 | 11/2020 |
| Lpl Financial Llc | Clarksville | IA | 05/2022 | Present |
1. 06/06/2023 - TruStage Wealth Management Consulting Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 5/23/2023
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-11 |
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