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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-05-15 |
| TX | RA | APPROVED | 2025-05-15 |
Branch Locations
1301 Walnut St, Boulder, CO 80302 • United States
611 S. Broadway, Boulder, CO 80305 • United States
4760 Baseline Road Suite A, Boulder, CO 80303 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elevations Credit Union | Boulder | CO | 07/2012 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 07/2012 | 05/2025 |
| Lpl Financial Llc | Boulder | CO | 05/2025 | Present |
1. 05/15/2025-Elevations Wealth Management Services- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 05/19/2025- 160 Hours Per Month- 160 Hours During Trading 2. 05/15/2025- "I Have A Dream" Foundation of Boulder County- Non-Profit Board Member- Not INV Related- At Boulder, CO- Start date 09/04/2023- 4 Hours Per Month- 4 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-30 |
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