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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-14 |
| WI | RA | APPROVED | 2022-05-18 |
Branch Locations
5910 Mineral Point Rd., Madison, WI 53705 • United States
Black Earth, WI • United States
630 32Nd Street Se, Grand Rapids, MI 49548 • United States
Black Earth, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 09/2013 | Present |
| Cuna Brokerage Service, Inc | Waverly | IA | 06/2015 | Present |
| Madison Ice Arena | Madison | WI | 09/2016 | 04/2017 |
| Lpl Financial Llc | Black Earth | WI | 05/2022 | Present |
| Adventure Credit Union | Grand Rapids | MI | 02/2024 | Present |
1) 05/18/2022 - MEMBERS Financial Services-Investment Related- At Reported Business Location(s)-DBA for LPL Business (entity for LPL business) 2) 05/18/2022 - Investor Guidance Center-Investment Related- At Reported Business Location(s)-DBA for LPL Business (entity for LPL business) 3) 01/05/2024 - Healthcare Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2021 - 10 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-24 |
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