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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-05-15 |
Branch Locations
860 W Third Ave, Columbus, OH 43212 • United States
277 E Alex Bell Road, Centerville, OH 45459 • United States
7345 Old Troy Pike Route 202, Huber Heights, OH 45424 • United States
2465 Executive Park Blvd, Fairborn, OH 45324 • United States
3560 Pentagon Blvd, Beavercreek, OH 45431 • United States
Area B, 2195 Tenth Street, Wright-Patterson Afb, OH 45433 • United States
2404 Stringtown Road, Grove City, OH 43123 • United States
4512 Brandt Pike, Dayton, OH 45424 • United States
30 Graceland Blvd, Columbus, OH 43214 • United States
950 Union Blvd., Englewood, OH 45315 • United States
Building 1224 Chestnut Street Area A, Wright Patterson Afb, OH 45433 • United States
161 Carrie Drive, Wilmington, OH 45177 • United States
Area A, Hq Afmc Building 262, Wright-Patterson Afb, OH 45433 • United States
3610 Pentagon Blvd., Beavercreek, OH 45431 • United States
3610 Pentagon Blvd, Beavercreek, OH 45431 • United States
1868 East Us 36, Urbana, OH 43078 • United States
2097 N. Bechtle Avenue, Springfield, OH 45504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wright-Patt Credit Union | Fairborn | OH | 07/2006 | Present |
| Cuso Financial Services, L.P. | San Diego | CA | 07/2006 | 05/2025 |
| Lpl Financial Llc | Columbus | OH | 05/2025 | Present |
1- 05/15/2025 - WPCU Retirement Solutions - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 04/23/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-08 |
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