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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2022-05-18 |
Branch Locations
1005 Blairs Ferry Road Ne, Cedar Rapids, IA 52402-5794 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 10/1993 | Present |
| Cuna Mutual Group | Waverly | IA | 10/1993 | Present |
| Lpl Financial Llc | Cedar Rapids | IA | 05/2022 | Present |
1)05/18/2022 - Collins Wealth Management- Investment Related-At Reported Business Location(s)-DBA for LPL Business (entity for LPL business) 2)05/18/2022 - Iowa Main St Investments, LLC- Investment Related-Atkins IA- For Profit Business/Rental Properties-Partner- Start Date- 10/1/2021- 10 Hours Per Month/ 10 Hours During Securities Trading 3)05/18/2022 -AHECO Holdings - Home Based - For Profit Business/Rental Property - Sole Proprietor - Start Date - 2019- 10 Hours Per Month/ 0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-29 |
| S65 | Uniform Investment Adviser Law Examination | 1999-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-10 |
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