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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-05-15
  • MI RA
    APPROVED
    Since 2025-05-15

Branch Locations

2765 Commerce Crossing Road, Commerce, MI 48390 • United States

855 Ann Arbor Road, Plymouth, MI 48170 • United States

1477 N Canton Center Road, Canton, MI 48187 • United States

7075 Merriman Road, Garden City, MI 48135 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dfcu Financial Canton MI 02/2014 Present
Cuso Financial Services, Lp San Diego CA 02/2014 Present
Lpl Financial Llc Plymouth MI 05/2025 Present
  • 02/2014 → Present
    Dfcu Financial
    Canton, MI
  • 02/2014 → Present
    Cuso Financial Services, Lp
    San Diego, CA
  • 05/2025 → Present
    Plymouth, MI
Previous Registrations
  • 2014-03-11 → 2025-05-15
    Cuso Financial Services, L.P.
    Canton, MI
    Plymouth, MI
    Garden City, MI
    Commerce, MI
  • 2012-04-13 → 2014-02-07
    Southfield, MI
Other Businesses

1) 05/15/2025 - DFCU Financial Partners -Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s)- Star Date : 02/04/2013 - 60 Hrs/Mth - 40 Hrs During Trading.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-07-07
  • S63 Uniform Securities Agent State Law Examination
    2001-07-07
Designations

View on SEC IAPD

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