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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-17 |
| WI | RA | APPROVED | 2022-05-18 |
Branch Locations
5910 Mineral Point Rd., Madison, WI 53705 • United States
Madison, WI • United States
Madison, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 02/2014 | 05/2022 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 02/2014 | 05/2022 |
| Lpl Financial Llc | Madison | WI | 05/2022 | Present |
1.04/26/2022; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Investor Guidance Center; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2009-04-13 |
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