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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-05-19
  • FL RA
    APPROVED
    Since 2022-05-19

Branch Locations

2400 Davie Rd, Davie, FL 33317 • United States

1600 S. Federal Highway, Pompano Beach, FL 33062 • United States

4743 Hollywood Blvd., Hollywood, FL 33021 • United States

3175 Fl-7, Margate, FL 33063 • United States

3400 N. University Dr., Cooper City, FL 33024 • United States

12405 Taft Street, Pembroke Pines, FL 33028 • United States

1593 Nw 40Th Ave, Lauderhill, FL 33313 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Investment Services, Inc. Atlanta GA 01/2015 01/2017
Suntrust Advisory Services Atlanta GA 08/2016 06/2021
Suntrust Investment Services,Inc. Atlanta GA 01/2017 06/2021
Cuna Brokerage Services, Inc. Waverly IA 06/2021 Present
Cuna Mutual Group Waverly IA 06/2021 Present
Lpl Financial Llc Davie FL 05/2022 Present
  • 01/2015 → 01/2017
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 08/2016 → 06/2021
    Suntrust Advisory Services
    Atlanta, GA
  • 01/2017 → 06/2021
    Suntrust Investment Services,Inc.
    Atlanta, GA
  • 06/2021 → Present
    Cuna Brokerage Services, Inc.
    Waverly, IA
  • 06/2021 → Present
    Cuna Mutual Group
    Waverly, IA
  • 05/2022 → Present
    Davie, FL
Previous Registrations
  • 2021-06-09 → 2022-05-25
    Cuna Brokerage Services, Inc.
    Waverly, IA
    Davie, FL
    Waverly, IA
  • 2016-08-24 → 2021-06-07
    Fort Lauderdale, FL
    Wilton Manors, FL
    Fort Lauderdale, FL
    Pompano Beach, FL
    Tamarac, FL
    Ft. Lauderdale, FL
    Lighthouse Point, FL
  • 2015-04-01 → 2016-12-31
    Truist Investment Services, Inc.
    Wilton Manors, FL
    Fort Lauderdale, FL
    Fort Lauderdale, FL
    Pompano Beach, FL
    Tamarac, FL
    Lighthouse Point, FL
Other Businesses

1. 05-18-2022-BrightStar Investment Services- Investment Related- AT Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-27
S63 Uniform Securities Agent State Law Examination 2006-07-15
  • S65 Uniform Investment Adviser Law Examination
    2015-03-27
  • S63 Uniform Securities Agent State Law Examination
    2006-07-15
Other Names
  • Robert J. Crabtree

View on SEC IAPD

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