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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 06/2013 | Present |
| Cuna Mututal Group | Waverly | IA | 06/2013 | Present |
| Lpl Financial Llc | Tallahassee | FL | 05/2022 | Present |
1)05/18/2022 - Belle Meade Properties LLC- Investment Related- Home Based - Real Estate Rental- owner- Start Date- 2019- Time Spent 1% 2)05/18/2022 - CUNA Mutual Executive Benefits- Investment Related - At Reported Business Location(s) - Non-Variable Insurance- Start Date- 6/24/2013- Time Spent 30% 3)05/18/2022 - No Business Name - Investment Related - Home Based- Real Estate Rental - owner - Start Date - 2019 - Time Spent 1%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-08 |
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