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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-05-18 |
Branch Locations
39007 Highway 299, Willow Creek, CA 95573 • United States
12700 State Hwy 96, Hoopa, CA 95546 • United States
686 F Street, Arcata, CA 95521 • United States
1551 Giuntoli Ln, Arcata, CA 95521 • United States
2650 Harrison Avenue, Eureka, CA 95501-3259 • United States
1814 Main Street, Fortuna, CA 95540 • United States
402 F Street, Eureka, CA 95501 • United States
3300 Broadway Ste 810, Eureka, CA 95501 • 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 Brokerage Services, Inc. | Waverly | IA | 01/2014 | 05/2022 |
| Cuna Mutual Group | Waverly | IA | 07/2014 | 05/2022 |
| Lpl Financial Llc | Arcata | CA | 05/2022 | Present |
1) 05/18/2022 - Gorge & Daughters - Not Investment Related- Home Based -Business Owner - OWNER - Start Date- 3/2008 - 10 Hours Per Month/ 0 Hours During Securities Trading 2) 09/04/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Coast Central Wealth Management - Investment Related - At Reported Business Location(s) - Start Date 09/09/2025 - 160 hours per month/ 5 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-19 |
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