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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya | Des Moines | IA | 07/2016 | 03/2018 |
| Directed Services, Llc | Des Moines | IA | 07/2016 | 02/2018 |
| Vision Soccer Academy | Waukee | IA | 08/2016 | 02/2018 |
| +39 | Des Moines | IA | 11/2016 | 12/2016 |
| Ifs Financial Services | Cincinnati | OH | 03/2018 | 05/2021 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 05/2021 | Present |
| Affinity Plus Fcu | Roseville | MN | 05/2021 | Present |
| Lpl Financial Llc | Roseville | MN | 05/2022 | Present |
1) 05-18-2022-Affinity Plus Federal Credit Union- Investment Related- At Reported Business Location(s)- Financial Institution Duty-Advisor- START DATE: 05/24/2021-160 Hours Per Month/160 Hours During Trading. 2) 05-18-2022- Affinity Plus Investment Center- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-03 |
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