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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-05-15 |
| TX | RA | APPROVED_RES | 2025-05-15 |
Branch Locations
500 Prince Georges Blvd # X214, Upper Marlboro, MD 20774 • United States
16461 Excalibur Road, Bowie, MD 20716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nasa Federal Credit Union | Uppermarlboro | MD | 02/2007 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 03/2007 | 07/2025 |
| Lpl Financial Llc | Upper Marlboro | MD | 05/2025 | Present |
1- 07/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name NASA Federal Investment Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-07 |
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