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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | 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 | 09/1993 | Present |
| Cuna Mutual Group | Waverly | IA | 07/2011 | Present |
| Lpl Financial Llc | Tullahoma | TN | 05/2022 | Present |
1)05/18/2022 - Ascend Retirement & Investment Services- Investment Related-At Reported Business Location(s)-DBA for LPL Business (entity for LPL business) 2)05/18/2022 - No Business Name - Investment Related- Notary - Notary - Start Date- 2004 - 1 Hours Per Month/ 1 Hours During Securities Trading 3)05/18/2022 - Blue Cross Blue Shield - Investment Related- Non-Variable Insurance - Agent/Broker - Start Date- 6/2006 - 2 Hours Per Month/ 2 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 1986-09-26 |
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