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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-24 |
| IL | RA | APPROVED | 2025-05-15 |
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 | 01/2012 | 05/2025 |
| Lpl Financial Llc | Moline | IL | 05/2025 | Present |
1.3/17/2025: True Process Wealth Solutions; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 8/1/2024; 160hrs/mo. during trading. 2 - 06/2025 - Ted Paprocki, Inc. - Business Entity For Tax/Investment Purposes Only - Not Inv Related - 5 Hours/Month - 5 Hours During Trading - Silvis, IL - OBA Start Date: 08/01/2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-16 |
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