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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-05-18 |
| TX | RA | APPROVED | 2022-05-18 |
Branch Locations
512 National Ave, Chattanooga, TN 37404 • United States
325 Waldron Rd., Lavergne, TN 37086 • United States
7216 Wellington Ave., Knoxville, TN 37919 • United States
444 James Robertson Pkwy., Nashville, TN 37219 • United States
5046 University Dr, Collegedale, TN 37315 • United States
5110 Maryland Way Suite 100, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 08/2011 | 05/2022 |
| Cuna Mutual Group | Waverly | IA | 06/2016 | 05/2022 |
| Lpl Financial Llc | Collegedale | TN | 05/2022 | Present |
1)05/18/2022 - MEMBERS Financial Services-Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2)05/18/2022 - No Business Name -Investment Related Huntsville TX 77320 - Real Estate Rental- co-owner - Start Date - 7/2021 - 1 Hours Per Month/0 Hours During Securities Trading 3)3/8/2023 - Southeast Financial Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 01/31/2023 - 167 Hours Per Month/70 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-11 |
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