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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 07/2009 | 05/2025 |
| Millbury Federal Credit Union | Millbury | MA | 07/2009 | Present |
| Lpl Financial Llc | Millbury | MA | 05/2025 | Present |
1. 04/30/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name MCU Financial Services - Investment Related - At Reported Business Location(s) - Start Date 30-APR-25 - 160 hours per month/ During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 1989-04-04 |
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