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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-06-26 |
| TN | RA | APPROVED | 2026-06-25 |
| GA | RA | APPROVED | 2024-09-03 |
| TX | RA | APPROVED_RES | 2022-06-23 |
| AR | RA | APPROVED | 2022-05-18 |
Branch Locations
2000 Heritage Way, Waverly, IA 50677 • United States
8000 Palomas Ave Ne, Albuquerque, NM 87109 • United States
5807 Amber Valley Ln, Hixson, TN 37343 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 05/2015 | 05/2022 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 05/2015 | 05/2022 |
| Lpl Financial Llc | Jacksonville | AR | 05/2022 | Present |
1) 2026-04-22 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - MEMBERs Financial Services - DBA for LPL Business (entity for LPL business) - Y - 160 - 160 - at reported business location(s) - 2026-04-21 - I market my LPL Business under this name. 2) 2026-04-24 - Falcon Freight Network - Business Owner - N - 160 - 120 - Hixson TN - 2026-03-16 - I own a Licensed Freight Brokerage 3) 2024-09-26 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Georgia United Retirement & Investment Services - DBA for LPL Business (entity for LPL business) - Y - 200 - 200 - at reported business location(s) - 2024-09-23 - I service Georgia United Credit Union members providing retirement and investment solutions on a referral basis. My LPL Master Rep ID is 668Q. I moved to this credit union effective 9/1/2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-03 |
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