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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
515 N Grand St Ste B, Walnut, CA 91789 • United States
4005 Grand Avenue Ste. D, Chino, CA 91710 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc | Waverly | IA | 12/2016 | 05/2022 |
| Schoolsfirst Federal Credit Union | Tustin | CA | 06/2014 | Present |
| Lpl Financial Llc | Walnut | CA | 05/2022 | Present |
1) 05-18-2022 - Schools First Federal Credit Union - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Advisor - Start Date: 6/30/2014. 2) 05-18-2022 - SchoolsFirst Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3) 06-22-2022 - SchoolsFirst Retirement Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-22 |
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