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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, L.P. | San Diego | CA | 01/2015 | 12/2020 |
| Financial Center First Credit Union | Indianapolis | IN | 04/2014 | 12/2020 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 01/2021 | Present |
| Financial Center First Credit Union | Indianapolis | IN | 01/2021 | Present |
| Lpl Financial Llc | Indianapolis | IN | 05/2022 | Present |
1)05/18/2022 Financial Center Investment & Retirement Services- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business) 2)05/18/2022 Ball State Financial Investment & Retirement Services- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business) 3)05/18/2022 Financial Center First CU- Investment Related- At Reported Business Location(s)- Financial Institution Duty- Financial Advisor- Start Date - 4/07/2014- 160 Hours Per Month- Time Spent 100%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-19 |
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