Geoffrey William Stark

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2022-05-18

WA RA
APPROVED

Since 2022-05-18

Branch Locations

Port Orchard, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cuna Brokerage Services, Inc.	Waverly	IA	10/1993	Present
Lpl Financial Llc	Port Orchard	WA	05/2022	Present

10/1993 → Present

Cuna Brokerage Services, Inc.

Waverly, IA
05/2022 → Present

Lpl Financial Llc

Port Orchard, WA

Previous Registrations

1996-11-19 → 2022-05-18

Cuna Brokerage Services, Inc.

Waverly, IA

Port Orchard, WA

Port Orchard, WA

Madison, WI

Beaverton, OR

Other Businesses

1)05/18/2022- No Business Name -Investment Related - Port Orchard, WA 98366-7905 - Real Estate Rental - owner- Start Date- 07/2017 - 2 Hours Per Month

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-01-24
S63	Uniform Securities Agent State Law Examination	1985-01-28

S66 Uniform Combined State Law Examination

2006-01-24
S63 Uniform Securities Agent State Law Examination

1985-01-28

View on SEC IAPD