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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-05-18 |
Branch Locations
2068 Red Lion Road, Philadelphia, PA 19115 • United States
339 Maple Ave, Horsham, PA 19044 • United States
157 York Rd, Warminster, PA 18974 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 02/2009 | Present |
| Cuna Mutual Group | Waverly | IA | 01/2015 | Present |
| Lpl Financial Llc | Horsham | PA | 05/2022 | Present |
1. 05-18-2022-American Heritage Investment & Retirement Center- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-06 |
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