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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-05-15 |
| TX | RA | APPROVED_RES | 2025-05-15 |
Branch Locations
490 Otis Street, Building 1345 Peterson Air Force Base, Colorado Springs, CO 80914 • United States
123 S. Weber Street, Colorado Springs, CO 80903 • United States
7520 Bierstadt Heights, Peyton, CO 80831 • United States
3003 W Colorado Ave, Colorado Springs, CO 80904 • United States
920 Paradise Lodge Lane, Woodland Park, CO 80863 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 06/2016 | 05/2025 |
| Ent Credit Union | Peyton | CO | 06/2016 | Present |
| Lpl Financial Llc | Colorado Springs | CO | 05/2025 | Present |
1 - 06/2025 - Ent Investment Services - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 148 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-21 |
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