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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-15 |
| UT | 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 | 06/2024 | 05/2025 |
| America First Credit Union | Riverdale | UT | 07/2012 | 06/2024 |
| Jacobsen Financial, Inc | Plain City | UT | 06/2008 | 06/2024 |
| Lpl Financial Llc | Roy | UT | 05/2025 | Present |
1- 05/15/2025 - America First Investment Services - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 160 hours per month/ during trading 2- 02/02/2026 - Summit Songs - Business Owner - Owner/CFO - Not Investment Related - Home Based - Start Date 04/01/2026 - 20 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-01 |
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