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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-03 |
| NM | RA | APPROVED | 2022-05-18 |
Branch Locations
22 Town Plaza, Durango, CO 81301 • United States
1100 Rio Grande Blvd Nw, Albuquerque, NM 87104 • United States
1 Liberty Square Circle, Edgewood, NM 87015 • United States
1301 Britt St Se, Albuquerque, NM 87123 • United States
3707 Juan Tabo Blvd., Ne, Albuquerque, NM 87111-3924 • United States
8920 Holly Ave Ne Ste B, Albuquerque, NM 87122 • 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 |
|---|---|---|---|---|
| Clark Financial Services, Llc | Albuquerque | NM | 07/2009 | 11/2017 |
| Cuna Mutual Group | Waverly | IA | 12/2015 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 12/2015 | 05/2022 |
| 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) 2. 01/12/2023 - No Business Name - Investment Related - Tax Prep/Accounting/CPA - Owner and tax preparer - Start Date - 01/02/2023 - 20 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-10 |
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