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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-15 |
Branch Locations
1055 E Dixie Drive, Asheboro, NC 27203 • United States
915 S Main St, Graham, NC 27253 • United States
1801 S Nc Highway 119, Mebane, NC 27302 • United States
2564 Kirkwood Drive, Burlington, NC 27215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truliant Federal Credit Union | Burlington | NC | 09/2002 | 06/2019 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 01/2006 | 07/2019 |
| Truliant Federal Credit Union | Mebane | NC | 07/2019 | Present |
| Cuso Financial Sevices, L.P. | San Diego | CA | 07/2019 | 05/2025 |
| Lpl Financial Llc | Graham | NC | 05/2025 | Present |
1. 05/15/2025-Truliant Financial Advisors- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 09/02/2002- 175 Hours Per Month- 175 Hours During Trading 2. 05/28/2025- Members Trust Company-Financial Institution Duty- INV Related- At Tampa, FL- Start date 02/01/2004- 1 Hour Per Month- 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-27 |
| S66 | Uniform Combined State Law Examination | 2000-04-28 |
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