Best Investors Account Sign in
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2022-05-18
  • TN RA
    APPROVED
    Since 2022-05-18

Branch Locations

1524 Williams Dr, Murfreesboro, TN 37129 • United States

1901 Charlotte Avenue, Nashville, TN 37203 • United States

300 Pleasant Grove Road, Mt. Juliet, TN 37122 • United States

2316 E. Main Street, Murfreesboro, TN 37130 • United States

2459 Decherd Blvd, Winchester, TN 37398 • 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
OrganizationCityStateFromTo
Cuna Brokerage Services, Inc Waverly IA 10/2019 Present
Cuna Mutual Group Waverly IA 10/2019 Present
Chick-Fil-A Murfreesboro Murfreesboro TN 10/2018 10/2019
Chick-Fil-A Murfreesboro Murfreesboro TN 04/2018 10/2018
Chick-Fil-A Murfreesboro Murfreesboro TN 12/2017 04/2018
Farmers Insurance Smyrna TN 10/2016 12/2017
Esc Lab Sciences Mt Juliet TN 11/2014 04/2017
Lpl Financial Llc Murfreesboro TN 05/2022 Present
  • 10/2019 → Present
    Cuna Brokerage Services, Inc
    Waverly, IA
  • 10/2019 → Present
    Cuna Mutual Group
    Waverly, IA
  • 10/2018 → 10/2019
    Chick-Fil-A Murfreesboro
    Murfreesboro, TN
  • 04/2018 → 10/2018
    Chick-Fil-A Murfreesboro
    Murfreesboro, TN
  • 12/2017 → 04/2018
    Chick-Fil-A Murfreesboro
    Murfreesboro, TN
  • 10/2016 → 12/2017
    Farmers Insurance
    Smyrna, TN
  • 11/2014 → 04/2017
    Esc Lab Sciences
    Mt Juliet, TN
  • 05/2022 → Present
    Murfreesboro, TN
Previous Registrations
  • 2019-12-23 → 2022-05-18
    Cuna Brokerage Services, Inc.
    Tullahoma, TN
    Waverly, IA
    Murfreesboro, TN
    Franklin, TN
    Lavergne, TN
Other Businesses

1. 5/18/2022 - Ascend Retirement & Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-20
  • S66 Uniform Combined State Law Examination
    2019-12-20

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Murfreesboro, TN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor