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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-02 |
| FL | RA | APPROVED | 2022-05-19 |
Branch Locations
3469 Summit Blvd, West Palm Beach, FL 33406-4193 • United States
3050 Corporate Way, Miramar, FL 33025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 05/2015 | 10/2019 |
| Cuna Brokerage Services, Inc | Waverly | IA | 05/2015 | 10/2019 |
| Wells Fargo Clearing Services, Llc | Tucson | AZ | 10/2019 | 08/2020 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 08/2020 | Present |
| Cuna Mutual Group | Waverly | IA | 08/2020 | Present |
| Lpl Financial Llc | Miramar | FL | 05/2022 | Present |
1)05/18/2022 - No Business Name -Investment Related -Tucson, AZ 85741- 4055 - Real Estate Rental- owner - Start Date - 1993 2)05/18/2022 - No Business Name -Investment Related -Tucson, AZ 85743-7532 - Real Estate Rental- owner - Start Date - 08/2021 3)05/18/2022 - No Business Name -Investment Related -Tucson, AZ 85713- 4222 - Real Estate Rental- owner - Start Date - 08/2021 - 1 Hours Per Month 4)05/18/2022 - Tropical Financial Investment & Insurance Services -Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-08 |
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