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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-07 |
| IN | RA | APPROVED | 2022-05-18 |
Branch Locations
1551 Win Hentschel Blvd, West Lafayette, IN 47906 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regions Bank | West Lafayette | IN | 08/2014 | 10/2020 |
| Cetera Investment Services Llc | St. Cloud | MN | 01/2018 | 10/2020 |
| Cetera Investment Advisers Llc | West Lafayette | IN | 02/2018 | 10/2020 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 10/2020 | Present |
| Cuna Mutual Group | Waverly | IA | 10/2020 | Present |
| Lpl Financial Llc | Lafayette | IN | 05/2022 | Present |
1) 05-18-2022-No Business Name- Investment Related-Home Based-Notary- START DATE: 06/2016-30 Hours Per Month/30 Hours During Trading-Time Spent Percent: 1%- 2) 05-18-2022- Investment Services located at Purdue Federal Credit Union- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-29 |
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