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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-12-10
TX RA APPROVED_RES 2025-05-28
VA RA APPROVED 2025-05-15
  • NC RA
    APPROVED
    Since 2025-12-10
  • TX RA
    APPROVED_RES
    Since 2025-05-28
  • VA RA
    APPROVED
    Since 2025-05-15

Branch Locations

701 Eden Way North, Chesapeake, VA 23320 • United States

1068 Independence Blvd., Virginia Beach, VA 23455 • 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
Pnc Bank Virginia Beach VA 07/2016 06/2017
Pnc Investments Pittsburgh PA 07/2016 06/2017
Abnb Federal Credit Union Virginia Beach VA 06/2017 Present
Cuso Financial Services, Lp San Diego CA 06/2017 05/2025
Lpl Financial Llc Virginia Beach VA 05/2025 Present
  • 07/2016 → 06/2017
    Pnc Bank
    Virginia Beach, VA
  • 07/2016 → 06/2017
    Pnc Investments
    Pittsburgh, PA
  • 06/2017 → Present
    Abnb Federal Credit Union
    Virginia Beach, VA
  • 06/2017 → 05/2025
    Cuso Financial Services, Lp
    San Diego, CA
  • 05/2025 → Present
    Virginia Beach, VA
Previous Registrations
  • 2017-06-26 → 2025-05-15
    Cuso Financial Services, L.P.
    San Diego, CA
    Virginia Beach, VA
    Norfolk, VA
    Norfolk, VA
    Chesapeake, VA
    Moyock, NC
    Portsmouth, VA
    Virginia Beach, VA
    Virginia Beach, VA
    Virginia Beach, VA
    Chesapeake, VA
    Yorktown, VA
    Virginia Beach, VA
    Norfolk, VA
    Suffolk, VA
    Chesapeake, VA
    Virginia Beach, VA
    Chesapeake, VA
    Suffolk, VA
    Chesapeake, VA
    Norfolk, VA
    Chesapeake, VA
    Norfolk, VA
  • 2016-09-12 → 2017-07-06
    Norfolk, VA
    Bel Air, MD
    Chesapeake, VA
    Virginia Beach, VA
Other Businesses

1. 4/16/2025: ABNB Financial; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 5/16/2025; 160hrs/mo. during trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-12
S63 Uniform Securities Agent State Law Examination 2008-06-25
  • S65 Uniform Investment Adviser Law Examination
    2016-09-12
  • S63 Uniform Securities Agent State Law Examination
    2008-06-25

View on SEC IAPD

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