David Allen Luebke

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2022-05-19

FL RA
APPROVED

Since 2022-05-19

Branch Locations

8797 Tamiami Trial East, Naples, FL 34113 • United States

3655 Pine Ridge Rd, Naples, FL 34119 • United States

2728 Horseshoe Dr North, Naples, FL 34104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Suncoast Credit Union	Tampa	FL	03/2011	Present
Cuna Brokerage Services, Inc.	Waverly	IA	05/2021	Present
Lpl Financial Llc	Tampa	FL	05/2022	Present

03/2011 → Present

Suncoast Credit Union

Tampa, FL
05/2021 → Present

Cuna Brokerage Services, Inc.

Waverly, IA
05/2022 → Present

Lpl Financial Llc

Tampa, FL

Previous Registrations

2021-11-12 → 2022-05-25

Cuna Brokerage Services, Inc.

Tampa, FL

Naples, FL

Naples, FL

Naples, FL

Naples, FL

Waverly, IA

Other Businesses

1) 05-18-2022-No Business Name- Investment Related- 6801 E. Hillsborough Ave. Tampa, FL 33610-Notary- START DATE: 7/18/2011-0 Hours Per Month- 2) 05-18-2022- Suncoast Investment Services- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-10-01

S66 Uniform Combined State Law Examination

2021-10-01

View on SEC IAPD