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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-06-22 |
| FL | RA | APPROVED | 2022-05-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbtis | Macon | GA | 12/2015 | 10/2017 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 01/2018 | Present |
| Cuna Mutual Group | Waverly | IA | 01/2018 | Present |
| Mid State Rv | Byron | GA | 10/2017 | 12/2017 |
| Lpl Financial Llc | Panama City | FL | 05/2022 | Present |
1. 05/19/2022 - MEMBERS Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 0 Hours Per Month/0 Hours During Securities Trading. 2. 06/30/2022 - Retirement Consulting & Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 06/06/2022 - 160 Hours Per Month/ 160 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-08 |
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