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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-15 |
Branch Locations
2900 W. South Airport Road, Traverse City, MI 49684 • United States
630 E. Front St, Traverse City, MI 49686 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 10/2013 | 05/2025 |
| Lpl Financial Llc | Traverse City | MI | 05/2025 | Present |
| Tba Credit Union | Traverse City | MI | 05/2025 | Present |
1) 04/14/2025 - TBA Investment Services / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 HRS per month - 160 HRS Total Hours per month during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-06 |
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