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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-06 |
| TX | RA | APPROVED | 2025-05-15 |
Branch Locations
8303 N Mopac Expressway Suite A110, Austin, TX 78759 • United States
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 |
|---|---|---|---|---|
| University Federal Credit Union | Austin | TX | 03/2004 | Present |
| Cuso Financial Services,Lp | San Dego | AL | 03/2004 | 05/2025 |
| Lpl Financial Llc | Neptune Beach | FL | 05/2025 | Present |
1. 05/15/2025- UFCU Investment Services- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 03/21/2025- 200 Hours Per Month- 140 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-29 |
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