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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 |
| CA | RA | APPROVED | 2025-05-15 |
Branch Locations
2692 Canyon Springs Parkway Suite C, Riverside, CA 92507 • United States
23540 Cactus Ave, Moreno Valley, CA 92553 • United States
27130 Eucalyptus Ave Ste E,, Moreno Valley, CA 92555-4546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 11/2015 | 05/2025 |
| Lpl Financial Llc | Moreno Valley | CA | 05/2025 | Present |
1. 4/15/2025: Altura Investment Services; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 5/16/2025; 160hrs/mo. during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-11 |
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