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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Apex Systems | Scottsdale | AZ | 09/2016 | 11/2016 |
| Bankerslife | Phoenix | AZ | 11/2016 | 06/2018 |
| Bankers Life Securities Inc | Phoenix | AZ | 02/2017 | 11/2017 |
| American United Life | Gilbert | AZ | 01/2019 | 06/2019 |
| Oneamerica Securities | Gilbert | AZ | 02/2019 | 06/2019 |
| Unemployed | Scottsdale | AZ | 07/2018 | 08/2018 |
| Guidewell Connect | Tempe | AZ | 09/2018 | 02/2019 |
| Wells Fargo Bank, Na | Phoenix | AZ | 09/2019 | 03/2020 |
| Wells Fargo Clearing Services, Llc | Phoenix | AZ | 10/2019 | 03/2020 |
| Unemployed | Scottsdale | AZ | 06/2019 | 09/2019 |
| Cuna Mutual Group | Waverly | IA | 03/2020 | 05/2022 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 03/2020 | 05/2022 |
| Lpl Financial Llc | Phoenix | AZ | 05/2022 | 07/2022 |
| Cuso Financial Services, Lp | San Diego | CA | 07/2022 | 05/2025 |
| Lpl Financial Llc | Tempe | AZ | 05/2025 | Present |
1- 05/15/2025 - America First 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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-31 |
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