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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elevations Credit Union | Boulder | CO | 04/2013 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 04/2013 | 05/2025 |
| Lpl Financial Llc | Boulder | CO | 05/2025 | Present |
1. 05/15/2025- Elevations Wealth Management Services-DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 05/19/2025- 160 Hours Per Month- 160 Hours During Trading 2. 05/15/2025- Elevations Credit Union- Notary- INV Related- At Reported Business Location(s)- Start date 05/26/2023- 1 Hour Per Month- 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-04 |
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