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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-28 |
| MN | RA | APPROVED | 2022-05-18 |
Branch Locations
1804 7Th Street West, St Paul, MN 55116 • United States
3651 Central Ave Ne, Minneapolis, MN 55418 • United States
14985 Glazier Ave #111, Apple Valley, MN 55124 • United States
10400 Baltimore St Ne Ste 140, Blaine, MN 55449 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wings Financial Credit Union | Apple Valley | MN | 06/2015 | Present |
| Cuna Brokerage Services, Inc | Waverly | IA | 06/2015 | Present |
| Lpl Financial Llc | Apple Valley | MN | 05/2022 | Present |
1. 05-18-2022- Wings Financial Advisors-Investment Related-AT Reported Business Location(s)- DBA for LPL Business (entity for LPL business) 2. 05-18-2022- Wings Financial CU- Investment Related-AT Reported Business Location(s)- Financial Institution Duty-Advisor-START DATE: 06/1/2015-
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-22 |
| S66 | Uniform Combined State Law Examination | 2010-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-13 |
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