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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-05-26 |
| CA | RA | APPROVED | 2022-05-18 |
| NM | RA | APPROVED | 2022-05-18 |
Branch Locations
1100 Rio Grande Blvd Nw, Albuquerque, NM 87104 • United States
22 Town Plaza, Durango, CO 81301 • United States
39 South Livermore Ave. Ste. 101, Livermore, CA 94550 • United States
7011 East Avenue, Livermore, CA 94550 • United States
8920 Holly Ave Ne Ste B, Albuquerque, NM 87122 • United States
1301 Britt St Se, Albuquerque, NM 87123 • United States
Albuquerque, NM • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 05/2000 | Present |
| Cuna Mutual Group | Waverly | IA | 05/2000 | Present |
| Lpl Financial Llc | Albuquerque | NM | 05/2022 | Present |
1. 05-18-2022-MEMBERS Financial Services-Investment Related- AT Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 1990-09-21 |
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