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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-05 |
| OH | RA | APPROVED | 2022-05-18 |
Branch Locations
3310 Niles-Cortland Rd, Cortland, OH 44410 • United States
6460 Mahonig Ave, Austintown, OH 44515 • United States
2301 State Rd 59, Kent, OH 44483 • United States
100 Brewster Dr, Warren, OH 44484 • United States
3181 Larchmont Avenue Ne, Warren, OH 44483 • United States
585 Youngstown Kingsville Rd, Vienna, OH 44473-9318 • United States
7371 California Ave, Boardman, OH 44512 • United States
3185 Larchmont Ave Ne, Warren, OH 44483 • United States
627 W Liberty St, Hubbard, OH 44423 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 05/2008 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 05/2008 | Present |
| Lpl Financial Llc | Warren | OH | 05/2022 | Present |
1)05/18/2022 - No Business Name - Investment Related-Notary- Notary- Start Date - 06/19/2017 2)05/18/2022 - 7 17 Retirement & Investment Group-Investment Related - At Reported Business Location(s)- DBA for LPL Business (entity for LPL business)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-06 |
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