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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-05-15 |
| TX | RA | APPROVED_RES | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments Llc | Vandalia | OH | 12/2015 | 03/2017 |
| Cuso Financial Services, Lp | San Diego | CA | 03/2017 | 05/2025 |
| Wright-Patt Credit Union | Fairborn | OH | 03/2017 | Present |
| Lpl Financial Llc | Beavercreek | OH | 05/2025 | Present |
1. 05/15/2025-WPCU Retirement Solutions- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 04/23/2025- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-04 |
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