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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-05-15 |
Branch Locations
9 S Washington St Ste 101, Spokane, WA 99201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 08/2015 | 07/2021 |
| Cuna Brokerage Services, Inc | Waverly | IA | 08/2015 | 07/2021 |
| Cuso Financial Services, Lp | San Diego | CA | 07/2021 | 05/2025 |
| Spokane Teacher Credit Union | Post Falls | ID | 07/2021 | Present |
| Lpl Financial Llc | Post Falls | ID | 05/2025 | Present |
1. 05/15/2025- STCU Invesment Services- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 04/24/2025- 160 Hours Per Month- 160 Hours During Trading 2. 05/15/2025-ROTARY CLUB OF COEUR DALENE SUNRISE- Non-profit volunteer (not on board)- Not INV Related- At Coeur D Alene, ID- Start date 01/01/2025- 5 Hours Per Month- 5 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-18 |
| S65 | Uniform Investment Adviser Law Examination | 2006-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-20 |
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