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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-16 |
| CO | RA | APPROVED | 2025-05-15 |
Branch Locations
3581 North Ponce De Leon Blvd, St. Augustine, FL 32084 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Educational Community Credit Union | Jacksonville | FL | 03/2004 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 03/2004 | Present |
| Lpl Financial Llc | Fleming Island | FL | 05/2025 | Present |
1. 05/15/2025- Community First Investment Services- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 05/16/2025- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-16 |
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