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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 | 06/2020 | Present |
| Campus Usa Credit Union | Gainesville | FL | 05/2017 | Present |
| Campus Usa Credit Union | Gainesville | FL | 02/2006 | 05/2017 |
| Lpl Financial Llc | Gainesville | FL | 05/2022 | Present |
1)05/18/2022 - CAMPUS Investment Services-Investment Related - At Reported Business Location(s)- DBA for LPL Business (entity for LPL business) 2)05/18/2022 - No Business Name-Not Investment Related - Gainsville FL 32608 - Notary - Notary - Start Date - 08/2008 3)05/18/2022 - CAMPUS USA CREDIT UNION - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Financial Advisory - Start Date - 02/2006 - 160 Hours Per Month- Time Spent 100%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-12 |
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