Best Investors Account Sign in
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-05-15
VA RA APPROVED 2025-05-15
  • MD RA
    APPROVED
    Since 2025-05-15
  • VA RA
    APPROVED
    Since 2025-05-15

Branch Locations

1130 West Broad Street, Falls Church, VA 22046 • United States

500 Prince Georges Blvd # X214, Upper Marlboro, MD 20774 • United States

6490 Dobbin Road, Suite L, Columbia, MD 21045 • United States

10208 Greenbelt Rd., Lanham, MD 20706 • United States

16461 Excalibur Road, Bowie, MD 20716 • 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
Cuso Financial Service, Lp San Diego CA 10/2002 05/2025
Lpl Financial Llc Upper Marlboro MD 05/2025 Present
Members Financial Group Lantham MD 10/2002 05/2025
  • 10/2002 → 05/2025
    Cuso Financial Service, Lp
    San Diego, CA
  • 05/2025 → Present
    Upper Marlboro, MD
  • 10/2002 → 05/2025
    Members Financial Group
    Lantham, MD
Previous Registrations
  • 2004-09-08 → 2025-05-15
    Cuso Financial Services, L.P.
    Lanham, MD
    Falls Church, VA
    Upper Marlboro, MD
    Goddard Space Flight Center, MD
    Lantham, MD
    Columbia, MD
    Washington, DC
    Washington, DC
    Bowie, MD
    Greenbelt, MD
    Washington, DC
Other Businesses

1- 06/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name NASA Federal Investment Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 160 hours per month/ during trading 2-06/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name NASA Federal Investment Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 180 hours per month/ during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-08-05
S63 Uniform Securities Agent State Law Examination 1997-06-24
  • S65 Uniform Investment Adviser Law Examination
    2004-08-05
  • S63 Uniform Securities Agent State Law Examination
    1997-06-24

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Falls Church, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor