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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-05-15 |
| TX | RA | APPROVED | 2025-05-15 |
Branch Locations
3460 Shelby Ray Ct, Charleston, SC 29414 • United States
1945 Sam Rittenberg Blvd, Charleston, SC 29407 • United States
1317 Folly Road, Charleston, SC 29412 • United States
1701 Highmarket Georgetown, Georgetown, SC 29410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 06/2015 | 05/2025 |
| South Carolina Federal Credit Union | Charleston | SC | 06/2015 | Present |
| Lpl Financial Llc | Charleston | SC | 05/2025 | Present |
1. 05/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name South Carolina Federal Investment Solutions - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/25/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-11 |
| S65 | Uniform Investment Adviser Law Examination | 2005-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-01 |
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