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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-03-29 |
| AL | RA | APPROVED | 2023-03-27 |
| PA | RA | APPROVED | 2023-03-27 |
| OH | RA | APPROVED | 2023-03-25 |
| KS | RA | APPROVED | 2023-03-08 |
| TX | RA | APPROVED | 2022-05-18 |
Branch Locations
1692 E League City Pkwy, League City, TX 77573 • United States
2120 Sw Belle Ave, Topeka, KS 66614 • United States
1910 West Shawnee, Muskogee, OK 74401 • United States
19775 State Route 739, Marysville, OH 43040 • United States
1505 Lakes Pkwy Ste 100, Lawrenceville, GA 30043 • United States
1 disclosure category 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 Mutual Group | Waverly | IA | 07/2014 | 05/2022 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 07/2014 | 05/2022 |
| Lpl Financial Llc | Deer Park | TX | 05/2022 | Present |
1) 05/18/2022 - PRIMAL PROPERTIES, LLC -Investment Related - At Reported Business Location(s)- Real Estate Rental- owner - 1 Hours Per Month 2) 05/18/2022 - No Business Name -Investment Related - Deer Park, TX 77536- 3538 - Real Estate Rental- owner - Start Date - 10/2016 - 0 Hours Per Month 3) 02/02/2023 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name MEMBERS Financial Services - Investment Related - At Reported Business Location(s) - Start Date 01/19/2023 - 80 Hours Per Month/80 Hours During Securities Trading 4) 07/07/2023 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Revity Investment & Retirement Services - Investment Related - At Reported Business Location(s) - Start Date 07/01/2023 - 80 Hours Per Month/ 80 Hours During Trading 5) 08/18/2023 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name All In Wealth Management - Investment Related - At Reported Business Location(s) - Start Date 08/16/2023 - 5 Hours Per Month/ 5 Hours During Trading 6) 01/22/2024 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name McCoy Investment Services - Inv Related - At Reported Business Location(s) - Started: 11/1/2023 - 4 Hrs/mo During Trading. 7) 01/22/2024 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Oklahoma Central Financial Planning - Inv Related - At Reported Business Location(s) - Started: 1/11/2024 - 4 Hrs/mo During Trading. 8) 01/22/2024 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Complex Community Investment Services - Inv Related - At Reported Business Location(s) - Started: 1/11/2024 - 4 Hrs/mo During Trading. 9) 03/27/2024 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name SAFE Investment Services - Investment Related - At Reported Business Location(s) - Start Date 3/27/2024 10) 03/07/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name PenFed Wealth Management - Investment Related -At Reported Business Location(s) - Start Date:12/31/2024 - 40 Hrs/Mth - 4 Hrs During Trading. 11) 01/29/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name AMOCO INVESTMENT AND RETIERMENT SERVICES - Investment Related - At Reported Business Location(s) - Start Date 12/01/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-01 |
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