| Entity Name: | CUNA BROKERAGE SERVICES, INC. |
| Jurisdiction: | FLORIDA |
| Filing Type: | Foreign Profit Corporation |
| Status: | Active |
| Date Filed: | 31 Mar 1992 (33 years ago) |
| Document Number: | P38159 |
| FEI/EIN Number | 39-1437257 |
| Address: | 5910 Mineral Point Road, Madison, WI 53705 |
| Mail Address: | 5910 Mineral Point Road, Madison, WI 53705 |
| Place of Formation: | WISCONSIN |
| Name | Role |
|---|---|
| C T CORPORATION SYSTEM | Agent |
| Name | Role | Address |
|---|---|---|
| Sweitzer, David L. | Director | 5910 Mineral Point Road, Madison, WI 53705 |
| Karls, William | Director | 5910 Mineral Point Road, Madison, WI 53705 |
| Copeland, Christopher J | Director | 5910 Mineral Point Road, Madison, WI 53705 |
| Chong, Paul | Director | 5910 Mineral Point Road, Madison, WI 53705 |
| Kraus-Florin, Jennifer | Director | 5910 Mineral Point Road, Madison, WI 53705 |
| Name | Role | Address |
|---|---|---|
| Brock, Jenny M. | Treasurer | 5910 Mineral Point Road, Madison, WI 53705 |
| Name | Role | Address |
|---|---|---|
| Barbato, Paul D. | Secretary | 5910 Mineral Point Road, Madison, WI 53705 |
| Name | Role | Address |
|---|---|---|
| Chong, Paul | President | 5910 Mineral Point Road, Madison, WI 53705 |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G23000055373 | TRUSTAGE WEALTH MANAGEMENT SOLUTIONS | ACTIVE | 2023-05-02 | 2028-12-31 | No data | 5910 MINERAL POINT RD, MADISON, WI, 53705 |
| G21000067215 | CUNA MUTUAL GROUP FINANCIAL ADVISORS | ACTIVE | 2021-05-17 | 2026-12-31 | No data | 5910 MINERAL POINT ROAD, MADISON, WI, 53705 |
| G19000123116 | CUNA MUTUAL FINANCIAL ADVISORS | EXPIRED | 2019-11-18 | 2024-12-31 | No data | 5910 MINERAL POINT ROAD, MADISON, WI, 53705 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2024-03-22 | 5910 Mineral Point Road, Madison, WI 53705 | No data |
| CHANGE OF MAILING ADDRESS | 2024-03-22 | 5910 Mineral Point Road, Madison, WI 53705 | No data |
| REGISTERED AGENT NAME CHANGED | 2006-06-15 | C T CORPORATION SYSTEM | No data |
| REGISTERED AGENT ADDRESS CHANGED | 2006-06-15 | 1200 SOUTH PINE ISLAND ROAD, PLANTATION, FL 33324 | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-03-22 |
| ANNUAL REPORT | 2023-03-06 |
| ANNUAL REPORT | 2022-04-01 |
| ANNUAL REPORT | 2021-04-17 |
| ANNUAL REPORT | 2020-04-26 |
| ANNUAL REPORT | 2019-03-20 |
| ANNUAL REPORT | 2018-04-03 |
| ANNUAL REPORT | 2017-04-18 |
| ANNUAL REPORT | 2016-03-30 |
| ANNUAL REPORT | 2015-04-12 |
Date of last update: 03 Feb 2025
Sources: Florida Department of State
