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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-19 |
| AK | RA | APPROVED | 2022-05-18 |
Branch Locations
1020 S Bailey St, Palmer, AK 99654 • United States
501 N. Main Street, Ste. 140, Wasilla, AK 99654 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 05/2017 | Present |
| Matanuska Valley Fcu | Palmer | AK | 08/2016 | Present |
| Lpl Financial Llc | Wasilla | AK | 05/2022 | Present |
1)05/18/2022 - Matanuska Valley Financial Services-Investment Related- At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2)05/18/2022 - R&D Cabin Rentals & Tours LLC -Not Investment Related - Home Based - Other - Business Owner - Owner - Start Date - 06/11/2021 - 10 Hours Per Month/ 0 Hours During Securities Trading- Time Spent 0%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-16 |
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