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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-05-18 |
Branch Locations
451 Boston Post Rd. East, Marlborough, MA 01752 • United States
600 Main Street, Waltham, MA 02452-5581 • United States
365 Boylston Street, Brookline, MA 02445 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 02/2014 | Present |
| Cuna Brokerage Services Inc. | Waverly | IA | 02/2014 | Present |
| Lpl Financial Llc | Brookline | MA | 05/2022 | Present |
1. 05-18-2022-RTN Investment & Retirement Group- Investment Related- AT Reported Business Location(s)- DBA for LPL Business (entity for LPL business)- 2. 12/19/2024- BrightBridge Investment & Retirement Group- DBA for LPL Business (entity for LPL business)-INV Related- At Reported Business Location(s)- 03/24/2025 -160 Hours Per Month- 32 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-11 |
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