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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-05 |
| ID | RA | APPROVED | 2022-05-18 |
| WA | RA | APPROVED | 2022-05-18 |
Branch Locations
1505 W 4Th Ave, Spokane, WA 99201 • United States
320 E Neider Ave, Coeur D'ALene, ID 83815 • United States
2509 E 29Th Ave, Spokane, WA 99223 • United States
9227 E Montgomery, Spokane, WA 99206 • United States
315 S Sullivan Ste A, Spokane Valley, WA 99037 • United States
2401 W Wellesley Ave Ste F, Spokane, WA 99205 • United States
107 E Spaatz Rd, Fairchild Afb, WA 99011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 12/2014 | Present |
| Cuna Brokerage Services,Inc | Waverly | IA | 12/2014 | Present |
| Lpl Financial Llc | Spokane | WA | 05/2022 | Present |
1. 05-18-2022-Global Retirement & Investment Services- Investment Related- AT Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-24 |
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