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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-11-30 |
| TX | RA | APPROVED_RES | 2022-07-27 |
| CA | RA | APPROVED | 2022-05-18 |
Branch Locations
29751 Antelope Rd, Menifee, CA 92563 • United States
40428 Murrieta Hot Springs Rd, Murrieta, CA 92563 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Income Strategies | Evansville | WI | 01/2019 | 02/2020 |
| Cottingham & Butler | Madison | WI | 06/2018 | 01/2019 |
| Lifepro Financial Services | San Diego | CA | 02/2012 | 09/2018 |
| Cuna Mutual Group | Waverly | IA | 03/2020 | Present |
| Cuna Brokerage Services Inc. | Waverly | IA | 03/2020 | Present |
| Lpl Financial Llc | Imperial Beach | CA | 05/2022 | Present |
1) 04/24/2025 - SchoolsFirst Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:04/07/2025 - 40Hours Per Month/ 25 Hours During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-19 |
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