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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-17 |
| WI | RA | APPROVED | 2025-01-17 |
| IA | RA | APPROVED | 2025-01-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meyer Construction | Sumner | IA | 05/1992 | 07/2018 |
| Cuna Brokerage Services, Inc. | Madison | WI | 07/2018 | 11/2024 |
| Trustage | Madison | WI | 11/2016 | Present |
| Lpl Financial Llc | Madison | WI | 01/2025 | Present |
1. 01/07/2025- Michael Meyer Farm- Farm / Ranch- IA 50674- Non Inv Rel- Start Date 05/01/2010 2. 01/07/2025- Cuna Mutual Group Executive Benefit Solutions- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s) 3. 01/07/2025- MILA Properties- Real Estate Rental- Inv Rel- IA 50701- Start Date 05/25/2005 4. 01/07/2025- M & H Properties- Real Estate Rental- Inv Rel- IA 50677- Start Date 09/10/2003 5. 01/07/2025- Meyer Construction Inc.- Business Owner- IA 50674- Non Inv Rel- 4 Hrs Per Mnth- Start Date 07/01/1988 6. 01/07/2025- Mary Kay Representative- Business Owner- IA 50674- Non Inv Rel- Start Date 08/01/2005
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-08 |
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