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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-22 |
| IN | RA | APPROVED | 2025-05-15 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Three Rivers Federal Credit Union | Fort Wayne | IN | 07/2002 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 02/2012 | 05/2025 |
| Lpl Financial Llc | Ft Wayne | IN | 05/2025 | Present |
1. 3/12/2025: ClearFuture Financial; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 1/1/2016; 160hrs/mo. during trading. 2. 4/15/2025: EDJ Northeast LLC; Angola, IN; Real Estate Rental; Inv. related; start date 10/3/2024; 0hrs/mo.; 0hrs during trading. 3. 4/15/2025: Cuso Financial; At reported business location(s); Non-Variable Insurance; Not inv. related; start date 1/1/2016; 160hrs/mo. during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 1988-04-13 |
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