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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-26 |
| WI | RA | APPROVED | 2022-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southport Bank | Kenosha | WI | 01/2017 | 04/2018 |
| Magnum.MEdia | Racine | WI | 03/2016 | 12/2016 |
| Lpl Financial Llc | Kenosha | WI | 05/2017 | 04/2018 |
| Ameriprise Financial Services Inc | Union Grove | WI | 04/2018 | 10/2018 |
| Cuna Mutual Group | Waverly | IA | 10/2018 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 10/2018 | Present |
| Lpl Financial Llc | Racine | WI | 05/2022 | Present |
1). 05-18-2022-Educators Investment Services- Investment Related-Business Location(s)- DBA for LPL Business (entity for LPL business)-
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-20 |
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