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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-14 |
| CA | RA | APPROVED | 2022-05-18 |
Branch Locations
411 N 6Th St, Redlands, CA 92374 • United States
40428 Murrieta Hot Springs Rd, Murrieta, CA 92563 • United States
5225 Canyon Crest Dr Ste 86, Riverside, CA 92507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 12/2009 | Present |
| Schools First Federal Credit Union | Santa Ana | CA | 12/2009 | Present |
| Lpl Financial Llc | Murrieta | CA | 05/2022 | Present |
1. 05-18-2022-SchoolsFirst Investment Services- Investment Related-AT Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-05 |
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