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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-05-18 |
Branch Locations
1758 Oregon Pike, Lancaster, PA 17601 • United States
232 Hershey Rd, Hummelstown, PA 17036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank, Na | Boston | MA | 12/2015 | 11/2017 |
| Santander Securities, Llc | Dorchester | MA | 07/2017 | 11/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lancaster | PA | 12/2017 | 02/2019 |
| Bank Of America, N.A. | Lancaster | PA | 05/2018 | 02/2019 |
| Santander Bank, Na | Boston | MA | 03/2019 | 11/2020 |
| Santander Securities, Llc | Dorchester | MA | 03/2019 | 11/2020 |
| Cuna Brokerage Services, Inc | Waverly | IA | 12/2020 | Present |
| Cuna Mutual Group | Waverly | IA | 12/2020 | Present |
| Lpl Financial Llc | Hummelstown | PA | 05/2022 | Present |
1)05/18/2022 - HFCU Investment & Retirement Services-Investment Related-DBA for LPL Business (entity for LPL business) 2)05/18/2022 - Belco Retirement & Investment Services-Investment Related- DBA for LPL Business (entity for LPL business)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-17 |
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