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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
311 Abbot Rd, East Lansing, MI 48823 • United States
16861 Marsh Rd, Haslett, MI 48840 • United States
4825 E Mt. Hope Rd, East Lansing, MI 48823 • United States
653 Migaldi Ln, Lansing, MI 48917 • United States
353 Bank Dr, Mchenry, IL 60050 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2015 | 04/2017 |
| Cuso Financial Services, Lp | San Diego | CA | 10/2017 | 07/2019 |
| Unemployed | Lansing | MI | 05/2017 | 09/2017 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 07/2019 | 05/2022 |
| Cuna Mutual Group | Waverly | IA | 07/2019 | 05/2022 |
| Lpl Financial Llc | Haslett | MI | 05/2022 | Present |
1. 05-18-2022-MSUFCU Financial Solutions-Investment Related-AT Reported Business Location(s)- DBA for LPL Business (entity for LPL business) 2. 01/22/2024 - TRULYU Wealth Management and Investment Services - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 12/27/2023 - 160 Hrs/Mo; 7 hrs During trading. 3. 08/19/2024 - TrulyU - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/01/2024 - 160 Hours Per Month/ 7 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-13 |
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