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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-05-18 |
| OH | RA | APPROVED | 2022-05-18 |
Branch Locations
2819 South State Street, Saint Joseph, MI 49085 • United States
116 Eastlawn Dr, Marion, OH 43302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | St. Joseph | MI | 09/2013 | 08/2017 |
| United Federal Credit Union | St. Joseph | MI | 09/2013 | 08/2017 |
| Cuna Brokerage Services, Inc | Waverly | IA | 08/2017 | Present |
| Cuna Mutual Group | Waverly | IA | 08/2017 | Present |
| Lpl Financial Llc | Saint Joseph | MI | 05/2022 | Present |
1. 05/19/2022 - United Investment Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 0 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-30 |
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