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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-06-07
MI RA APPROVED 2025-05-15
  • TX RA
    APPROVED_RES
    Since 2025-06-07
  • MI RA
    APPROVED
    Since 2025-05-15

Branch Locations

400 Town Center Dr, Dearborn, MI 48126 • United States

400 Town Center Dr, Dearborn, MI 48126 • United States

21551 Oakwood, Dearborn, MI 48124 • United States

22415 Wick Road, Taylor, MI 48180 • United States

18070 Fort Street, Riverview, MI 48193 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dfcu Financial Dearborn MI 03/2016 Present
Cuso Financial Services, Lp San Diego CA 07/2016 05/2025
Lpl Financial Llc Dearborn MI 05/2025 Present
  • 03/2016 → Present
    Dfcu Financial
    Dearborn, MI
  • 07/2016 → 05/2025
    Cuso Financial Services, Lp
    San Diego, CA
  • 05/2025 → Present
    Dearborn, MI
Previous Registrations
  • 2016-07-13 → 2025-05-15
    Cuso Financial Services, L.P.
    Dearborn, MI
    Taylor, MI
    Dearborn, MI
    Dearborn, MI
    Riverview, MI
    Dearborn, MI
  • 2015-03-05 → 2016-07-18
    Sterling Hights, MI
Other Businesses

1- 05/2025 / DFCU Financial Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 40 hrs mth / 40 hrs during trading / At reported business location(s)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-02-10
S63 Uniform Securities Agent State Law Examination 2011-10-03
  • S65 Uniform Investment Adviser Law Examination
    2015-02-10
  • S63 Uniform Securities Agent State Law Examination
    2011-10-03

View on SEC IAPD

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