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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-27 |
| WA | RA | APPROVED | 2024-01-16 |
Branch Locations
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 |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 11/2015 | 01/2024 |
| Columbia Credit Union | Vancouver | WA | 03/2009 | 01/2024 |
| Lpl Financial Llc | Vancouver | WA | 01/2024 | Present |
1- 01/2024 / Laurus Wealth Management / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / 40 HRS MNTH / 8 HRS DURING TRADING 2- 01/2024 / RLS Investments, LLC / Business Entity For Tax/Investment Purposes Only / NON INVESTMENT RELATED / 40 HRS MNTH / 8 HRS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-25 |
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