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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-05-27 |
Branch Locations
358 N Harrisville Rd, Ogden, UT 84404 • United States
425 Heritage Park Blvd, Layton, UT 84041 • United States
756 W 1700 S, Clearfield, UT 84015 • United States
2715 W 5400 S, Taylorsville, UT 84129 • United States
Bountiful, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 11/2014 | 05/2025 |
| Lpl Financial Llc | San Diego | CA | 05/2025 | Present |
1. 4/14/2025: RET Properties, LLC; At reported business location(s); Real Estate Rental; invest in passive real estate w/single family home rental properties in Salt Lake City UT & Provo, UT; Inv. related; start date 5/8/2013; 6hrs/mo.; 0hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-25 |
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