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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-03 |
Branch Locations
1605 Main St 12Th & 14Th Fls, Sarasota, FL 34236 • United States
1699 Us Hwy 41 Bypass S, Venice, FL 34293 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 08/2017 | 02/2018 |
| Cuna Mutual Group | Waverly | IA | 08/2017 | 02/2018 |
| Unemployed | Bradenton | FL | 09/2015 | 08/2017 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 07/2018 | 05/2022 |
| Cuna Mutual Group | Madison | WI | 07/2018 | 05/2022 |
| Unemployed | Bradenton | FL | 02/2018 | 07/2018 |
| Lpl Financial Llc | Madison | WI | 05/2022 | 08/2025 |
| Wells Fargo Clearing Services, Llc. | Sarasota | FL | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-15 |
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