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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-03-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 12/2014 | 05/2018 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 12/2014 | 05/2018 |
| Lpl Financial Llc | Bloomfield | IN | 05/2018 | 05/2020 |
| Mutual Bank | Bloomfield | IN | 05/2018 | 05/2020 |
| Cuna Mutual Group | Waverly | IA | 05/2020 | 04/2021 |
| Cuna Brokerage Services Inc. | Waverly | IA | 05/2020 | 04/2021 |
| Charles Schwab & Co., Inc. | Indianapolis | IN | 05/2021 | 01/2026 |
| Schwab Wealth Advisory, Inc. | Indianapolis | IN | 05/2021 | 01/2026 |
| Golden Reserve Retirement, Llc | Fishers | IN | 01/2026 | 02/2026 |
| Pnc Wealth Management | Noblesville | IN | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-27 |
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