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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-05-15
WA RA APPROVED 2025-05-15
  • TX RA
    APPROVED_RES
    Since 2025-05-15
  • WA RA
    APPROVED
    Since 2025-05-15

Branch Locations

106 W. Nora Avenue, Spokane, WA 99205 • United States

207 East Hastings Road, Spokane, WA 99218 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc Spokane WA 03/2013 10/2017
Cuso Financial Services, Lp San Diego CA 10/2017 05/2025
Spokane Teachers Credit Union Spokane WA 10/2017 Present
Lpl Financial Llc Spokane WA 05/2025 Present
  • 03/2013 → 10/2017
    Spokane, WA
  • 10/2017 → 05/2025
    Cuso Financial Services, Lp
    San Diego, CA
  • 10/2017 → Present
    Spokane Teachers Credit Union
    Spokane, WA
  • 05/2025 → Present
    Spokane, WA
Previous Registrations
Other Businesses

1- 05/15/2025 - Lusk Property Management - Real Estate Rental - Partial Owner - Investment Related - SPOKANE, WA - Start Date 02/12/2023 - 0 hours per month/ during trading 2- 05/15/2025 -Investment products and services are offered through LPL Financial LLC using the DBA/trade name STCU Invesment Services - - Investment Related - At Reported Business Location(s) - Start Date 04/24/2025 - 160 hours per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-06-12
  • S66 Uniform Combined State Law Examination
    2008-06-12
Other Names
  • William Lusk
  • Trey Lusk
  • William Edward Wells Lusk
  • William Edward Lusk

View on SEC IAPD

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