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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
277 E Alex Bell Road, Centerville, OH 45459 • United States
8850 Kingsridge Drive, Dayton, OH 45459 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Service, Lp | San Diego | CA | 02/2016 | 05/2025 |
| Wright-Patt Credit Union | Centerville | OH | 02/2016 | Present |
| Lpl Financial Llc | Springboro | OH | 05/2025 | Present |
1. 4/23/2025: WPCU Retirement Solutions; At reported business location(s); DBA for LPL Business (entity for LPL business); start date 4/23/2025: 160hrs/mo. during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-16 |
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