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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-23 |
| VA | RA | APPROVED | 2025-05-15 |
Branch Locations
4097 Monument Corner Dr, Fairfax, VA 22030 • United States
1850 S Loudon St, Winchester, VA 22601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Apple Federal Credit Union | Fairfax | VA | 07/2010 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 01/2013 | 05/2025 |
| Lpl Financial Llc | Fairfax | VA | 05/2025 | Present |
1. 05/15/2025 - Apple Financial Services LLC; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 4/22/2025; 160hrs/mo. during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-19 |
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