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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Central One Fcu | Shrewsbury | MA | 10/2015 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 10/2015 | Present |
| Lpl Financial Llc | Shrewsbury | MA | 05/2022 | Present |
1)05/18/2022 - Central One Retirement & Investment Center-Investment- Investment Related - At Reported Business Location (s) - DBA for LPL Business (entity for LPL business) 2)05/18/2022 - Central One Federal Credit Union-Not Investment- At Reported Business Location(s)- Internal Referrals- Financial Advisor-Start Date- 10/13/2015- 20 Hours Per Month/ 20 Hours During Securities Trading 3)05/18/2022 - Central One Federal Credit Union -Investment- Other - At Reported Business Location(s)- Financial Institution Duty- Financial Advisor - Start Date- 10/13/2015- 160 Hours Per Month/ 160 Hours During Securities Trading- Time Spent 100%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-18 |
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