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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
18 W Thousand Oaks Blvd, Thousand Oaks, CA 91360 • United States
520 Arneiill Rd, Camarillo, CA 93010 • United States
6026 Telephone Road, Ventura, CA 93003 • United States
2680 Tapo Canyon Rd, Simi Valley, CA 93063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 07/2012 | 05/2025 |
| Ventura County Credit Union | Thousand Oaks | CA | 07/2012 | Present |
| Lpl Financial Llc | Ventura | CA | 05/2025 | Present |
1. 4/28/2025: Wealth Management at Ventura County Credit Union; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 4/28/2025; 160hrs/mo. during trading. 2. 06/17/2025 - Simplicity Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 05/19/2025 - 10 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-21 |
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