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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-27 |
| LA | RA | APPROVED | 2022-05-18 |
| MS | RA | APPROVED | 2022-05-18 |
Branch Locations
12240 Hwy 49 North, Gulfport, MS 39503 • United States
2270 Hwy 43 S, Picayune, MS 39466 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 05/2015 | Present |
| Cuna Brokerage Services, Inc | Waverly | IA | 05/2015 | Present |
| Lpl Financial Llc | Gulfport | MS | 05/2022 | Present |
1. 05-18-2022 - Keesler Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 07/06/2022 - The James A Liverett, Jr Testamentary Trust - Not Investment Related - Home Based - Act in a Fiduciary Capacity - Executor/Trustee - Start Date: 05/15/2022 - 8 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-22 |
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