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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-23 |
| FL | RA | APPROVED | 2022-05-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 11/2015 | 05/2022 |
| Cuna Mutual Group | Waverly | IA | 11/2015 | 05/2022 |
| Lpl Financial Llc | Pembroke Pines | FL | 05/2022 | Present |
1) 05/18/2022 - Tropical Financial Investment & Insurance Services-Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2) 05/18/2022 - No Business Name -Investment Related - Plantation, FL 33324- Real Estate Rental - owner/landlord- Start Date- 2007- 0 Hours Per Month 3) 05/18/2022 - The Independent Secret Shopper- Not Investment Related - Home Based - Outside/W-2 Employment - Independent secret shopper - Start Date - 2/11/2021 - 5 Hours Per Month/0 Hours During Securities Trading 4) 07/18/2022 - We Wealth Affinity - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 5) 2/15/2023 - No Business Name - Investment Related - Boston ma 02127 - Real Estate Rental - landlord owner - Start Date - 02/01/2023 - 6 Hours Per Month/0 Hours During Securities Trading 6) 07/26/2024 - Dade County Federal Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/26/2024 - 40 Hours Per Month/ 20 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-10 |
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