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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-30 |
| WI | RA | APPROVED | 2022-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc | Waverly | IA | 03/2018 | 08/2019 |
| Cuna Mutual Group | Waverly | IA | 06/2014 | 08/2019 |
| Cuna Mutual Group | Waverly | IA | 10/2019 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 10/2019 | Present |
| Conney Safety | Madison | WI | 08/2019 | 10/2019 |
| Lpl Financial Llc | Verona | WI | 05/2022 | Present |
| Pearl Hawaii Federal Cu | Waipahu | HI | 02/2024 | Present |
1.05/18/2022-Investor Guidance Center- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-14 |
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