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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-05-18 |
Branch Locations
3824 Lavista Rd, Tucker, GA 30084 • United States
5173 Panola Industrial Blvd, Decatur, GA 30035 • United States
2667 Dallas Hwy, Marietta, GA 30064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Alpharetta | GA | 10/2015 | 08/2018 |
| E*Trade Capital Management Llc | Alpharetta | GA | 10/2015 | 08/2018 |
| Axa Advisors Llc | New York | NY | 09/2018 | 04/2019 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2019 | 06/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2019 | 06/2020 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 07/2020 | 05/2022 |
| Cuna Mutual Group | Waverly | IA | 07/2020 | 05/2022 |
| Lpl Financial Llc | Decatur | GA | 05/2022 | Present |
1. 5/12/2022: MEMBERS Financial Services- Investment Related- AT Reported Business Location(s)- DBA for LPL Business (entity for LPL business). 2. 9/15/2023: CUGA Financial Services; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 7/13/2023; 0hrs/mo. during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-26 |
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