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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-28 |
| SC | RA | APPROVED | 2025-05-15 |
Branch Locations
9999 Dorchester Rd, Summerville, SC 29485 • United States
1736 State Road, Summerville, SC 29486 • United States
82 Bridgetown Rd, Goose Creek, SC 29445 • United States
1000 North Main St, Summerville, SC 29483 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 05/2014 | 05/2025 |
| South Carolina Federal Credit Union | Goose Creek | SC | 05/2014 | Present |
| Lpl Financial Llc | Greenville | SC | 05/2025 | Present |
1. 4/25/2025: South Carolina Federal Investment Solutions; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 4/25/2025; 160hrs/mo. during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-28 |
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