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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
566 S Main St, Wilkes Barre, PA 18701 • United States
405 Laurel St., Hughestown, PA 18640 • United States
101 Hazle St, Wilkes-Barre, PA 18703-1205 • United States
640 Balitmore Drive, Wilkes-Barre, PA 18702 • United States
377 Wyoming Ave, Wyoming, PA 18644 • United States
1075 Silver Lake Blvd, Dover, DE 19904-2720 • United States
201 Franklin Ave, First Floor, Scranton, PA 18503 • United States
1843 Route 315 Hwy, Pittston, PA 18640-6101 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 04/1991 | 05/2022 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 10/1993 | 05/2022 |
| Lpl Financial Llc | Kingston | PA | 05/2022 | Present |
1. 05-18-2022-MEMBERS Financial Services-Investment Related- AT Reported Business Location(s)- DBA for LPL Business (entity for LPL business) 2. 06/11/2024 - PenFed Wealth Management - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 5/1/2024 - 60 Hrs/Mo During Trading. 3. 07/17/2024 - Dover Federal Investment and Retirement Center - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/17/2023 - 25 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-24 |
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