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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-05-18 |
Branch Locations
341 5Th St, Lincoln, IL 62656 • United States
501 Richland St, East Peoria, IL 61611 • United States
825 S Detroit Ave, Morton, IL 61550 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cefcu Financial Services, Inc. | Peoria | IL | 01/2012 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 09/2013 | Present |
| Lpl Financial Llc | Lincoln | IL | 05/2022 | Present |
1)05/18/2022 - CEFCU Investment Services-Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2)05/18/2022 - CEFCU - CITIZEN'S EQUITY FIRST CREDIT UNION-Investment Related - At Reported Business Location(s) - Financial Institution Duty- Life Insurance Specialist- Start Date - 1/2012- 160 Hours Per Month/ 160 Hours During Securities Trading- Time Spent 100% 3)05/18/2022 - No Business Name -Not Investment Related - Home Based - Pastor/Minister - Pastor/Minister - Start Date- 1983 - 1 Hours Per Month/ 0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-07 |
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