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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-23 |
| OH | 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 |
|---|---|---|---|---|
| Nationwide | Dayton | OH | 01/2011 | 02/2017 |
| Nationwide Securities, Llc | Dublin | OH | 01/2011 | 02/2017 |
| Massachusetts Mutual Life Insurance Company | Beavercreek | OH | 02/2017 | 05/2017 |
| Msi Financial Services | Beavercreek | OH | 02/2017 | 05/2017 |
| Mml Investors Services, Llc | Beavercreek | OH | 05/2017 | 05/2017 |
| Nationwide Financial | Hillsboro | OH | 05/2017 | 04/2018 |
| Nationwide Securities, Llc | Columbus | OH | 05/2017 | 04/2018 |
| Valic Financial Advisors, Inc. | Columbus | OH | 04/2018 | 04/2019 |
| Cuso Financial Sevices, L.P. | San Diego | CA | 04/2019 | 05/2025 |
| Wright-Patt Credit Union | Beavercreek | OH | 04/2019 | Present |
| Lpl Financial Llc | Beavercreek | OH | 05/2025 | Present |
1. 4/23/2025: WPCU Retirement Solutions; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 4/23/2025; 160hrs/mo. during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-02 |
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