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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-15 |
| VA | RA | APPROVED | 2025-05-15 |
Branch Locations
110 Cybernetics Way, Yorktown, VA 23693 • United States
12891 Jefferson Avenue, Newport News, VA 23608 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Advantage Credit Union | Yorktown | VA | 07/2009 | 06/2025 |
| Cuso Financial Services, Lp | San Diego | CA | 07/2009 | Present |
| Lpl Financial Llc | Newport News | VA | 05/2025 | Present |
1. Advantage Financial - DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- Start Date 05/17/2025 2. 1AIS - Financial Institution Duty- Inv Rel- At Reported Business Location (s) 2 Hrs Per Mnth/Trading- Start Date 05/17/2025 3. Lawnes Creek Land LLC - Business Entity For Tax/Investment Purposes Only- Non Inv Rel- Poquoson, VA- 2 Hrs Per Mnth/Trading- Start Date 009/28/2019
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-28 |
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