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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-05-18 |
Branch Locations
2122 Superior Ave, Sheboygan, WI 53081 • United States
1117 S 10Th St, Manitowoc, WI 54220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 02/2019 | Present |
| Unitedone Credit Union | Manitowoc | WI | 01/2008 | 10/2018 |
| Financial Services Center Located At Unitedone Credit Union | Manitowoc | WI | 11/2018 | Present |
| Lpl Financial Llc | Manitowoc | WI | 05/2022 | Present |
1. 05/19/2022 - UnitedOne Retirement & Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 0 Hours Per Month/0 Hours During Securities Trading. 2. 05/18/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Notary - Start Date: 2008 - 0 Hours Per Month/0 Hours During Securities Trading - Time Spent 1% - Notary Public.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-04 |
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