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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-15 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Strata Credit Union | Bakersfield | CA | 10/2014 | Present |
| Invest Financial Corp. | Bakersfield | CA | 10/2014 | 12/2017 |
| Cuso Financial Services, Lp | San Diego | CA | 12/2017 | 05/2025 |
| Lpl Financial Llc | Bakersfield | CA | 05/2025 | Present |
1. 4/29/2025: Strata Investment Services; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 4/29/2025; 160hrs/mo. during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1988-12-02 |
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