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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 07/2013 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 07/2013 | Present |
| Lpl Financial Llc | Phoenix | AZ | 05/2022 | Present |
1) 05-18-2022-No Business Name- Investment Related- At Reported Business Location(s)-Notary-START DATE: 2008- 2) 05-18-2022- First Wealth Advisors-Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-09 |
| S65 | Uniform Investment Adviser Law Examination | 1999-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-04 |
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