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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-05-15
TX RA APPROVED 2025-05-15
  • NY RA
    APPROVED
    Since 2025-05-15
  • TX RA
    APPROVED
    Since 2025-05-15

Branch Locations

5112 W Taft Road Suite B, Liverpool, NY 13088 • United States

4729 Onondaga Blvd., Syracuse, NY 13219 • United States

5791 Route 31, Cicero, NY 13039 • United States

520 S 2Nd Street, Fulton, NY 13069 • United States

100 George Street, Oswego, NY 13126 • United States

521 Erie Blvd West, Syracuse, NY 13204 • United States

3700 W Genesee Street, Syracuse, NY 13219 • United States

7670 Morgan Road, Liverpool, NY 13090 • United States

65 State Street, Auburn, NY 13021 • United States

15 East Genesee Street Suite 110, Baldwinsville, NY 13027 • United States

7320 E Genesee Street, Fayetteville, NY 13066 • United States

3056 East Ave, Central Square, NY 13036 • 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
Empower Federal C.U. Syracuse NY 03/2007 Present
Cuso Financial Services, Lp San Diego CA 02/2015 05/2025
Lpl Financial Llc Cicero NY 05/2025 Present
  • 03/2007 → Present
    Empower Federal C.U.
    Syracuse, NY
  • 02/2015 → 05/2025
    Cuso Financial Services, Lp
    San Diego, CA
  • 05/2025 → Present
    Cicero, NY
Previous Registrations
  • 2015-02-18 → 2025-05-15
    Cuso Financial Services, L.P.
    Auburn, NY
    Oswego, NY
    Syracuse, NY
    Syracuse, NY
    Liverpool, NY
    Syracuse, NY
    Syracuse, NY
    San Diego, CA
    Liverpool, NY
    Fulton, NY
    Baldwinsville, NY
    Cicero, NY
    Fayetteville, NY
    Syracuse, NY
    Central Square, NY
  • 2013-01-10 → 2015-02-19
    Johnson City, NY
    Baldwinsville, NY
    Fulton, NY
    Liverpool, NY
    Syracuse, NY
    Syracuse, NY
    Syracuse, NY
    Cicero, NY
    Fayetteville, NY
    Syracuse, NY
Other Businesses

1- 05/2025 / DBA for LPL Business (entity for LPL business) / Empower Investment Services / INV RLTD / AT LOC / 160 HRS MNTH / 160 HRS DURING TRADING / START 04/25/2025

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-07-16
  • S63 Uniform Securities Agent State Law Examination
    2001-07-16
Designations

View on SEC IAPD

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