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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Insurance Society | Waverly | IA | 12/2007 | 05/2022 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 12/2007 | 05/2022 |
| Lpl Financial Llc | Waverly | IA | 05/2022 | 04/2026 |
| Truist Investment Services, Inc | Atlanta | GA | 04/2026 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-18 |
| S65 | Uniform Investment Adviser Law Examination | 1999-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-04 |
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