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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-10 |
Branch Locations
4500 Pennell Rd, Aston, PA 19014 • United States
6180 State St, Saginaw, MI 48603 • United States
6640 Bay Road, Saginaw, MI 48604 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 07/1994 | 05/2022 |
| Cuna Mutual Group | Waverly | IA | 07/1994 | Present |
| Lpl Financial Llc | Saginaw | MI | 05/2022 | Present |
1. 05-18-2022-Wildfire Financial Group- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business)- 2. 05-18-2022-AMERICAN COMMUNITY MUTUAL INSURANCE COMPANY- Investment Related-- LIVONIA MICHIGAN/ Nashville, TN- Non-Variable Insurance - Trails- START DATE: 1984- 0 Hours per month/ 0 Hours During Trading-
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-17 |
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