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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
1910 Peace Haven Road, Winston Salem, NC 27106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 08/2018 | 07/2019 |
| Truliant Federal Credit Union | Winston Salem | NC | 10/1999 | 11/2022 |
| Cuso Financial Services, Lp | San Diego | CA | 07/2019 | 11/2022 |
| Cuso Financial Services, Lp | San Diego | CA | 12/2022 | Present |
| Allegacy Federal Credit Union | Clemmons | NC | 12/2022 | 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 - 160Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-20 |
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