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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allegacy Federal Credit Union | Winston-Salem | NC | 05/2005 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 05/2005 | Present |
| Lpl Financial Llc | Clemmons | NC | 05/2025 | Present |
1.05/15/2025 - Allegacy Investment Group - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:30-APR-25 - 160 Hrs/Mth - 160 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-04 |
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