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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-27 |
| TX | RA | APPROVED_RES | 2019-05-28 |
Branch Locations
4171 W Hillsboro Blvd Suite 4, Coconut Creek, FL 33073 • United States
2 disclosure categories 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 Mutual Group | Waverly | IA | 05/2013 | 05/2019 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 05/2013 | 05/2019 |
| Lpl Financial Llc | Coconut Creek | FL | 05/2019 | Present |
1. 5/23/2019 - DBA for LPL Business (entity for LPL business) - Alpina Financial Consultants, LLC - Coconut Creek, FL 2. 09/26/2019 - No business name - Investment related - At reported business location(s) - Non-Variable Insurance - start date:09/02/2019 - 8 hrs/mo - 0 hrs during trading. 3. 9/3/2020 - Munroe Wealth Management LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/28/2020 - 200 Hours Per Month/7 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-06 |
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