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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-01-04 |
| OH | RA | APPROVED | 2022-12-08 |
Branch Locations
2000 Heritage Way, Waverly, IA 50677 • United States
Warren, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Aurora | OH | 09/2018 | 01/2022 |
| Jpmorgan Chase Bank, N.A. | Aurora | OH | 09/2018 | 01/2022 |
| Liberty Mutual Insurance Company | Mayfield Heights | OH | 10/2017 | 09/2018 |
| United Healthcare Medicare Solutions | Cleveland | OH | 09/2016 | 10/2017 |
| Aflac | Youngstown | OH | 02/2014 | 10/2017 |
| Cuna Brokerage Services, Inc | Waverly | IA | 01/2022 | Present |
| Cuna Mutual Group | Waverly | IA | 01/2022 | Present |
| Lpl Financial Llc | Warren | OH | 05/2022 | Present |
1) 05/04/2023 - TruStage Wealth Management Consulting Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 5/23/2023
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-22 |
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