Best Investors Account Sign in
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-05-15
  • NC RA
    APPROVED
    Since 2025-05-15

Branch Locations

128 Yadkin Valley Road, Bermuda Run, NC 27006 • United States

1691 Westbrook Plaza Drive, Winston-Salem, NC 27103 • United States

6320 Allegacy Way, Clemmons, NC 27012 • 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
Metlife Securities Winston-Salem NC 06/2015 03/2017
Mml Investors Services, Llc Winston-Salem NC 03/2017 07/2018
Massmutual Life Insurance Co Winston-Salem NC 07/2016 07/2018
Cuso Financial Services, Lp San Diego CA 07/2018 05/2025
Allegacy Federal Credit Union Clemmons NC 07/2018 Present
Lpl Financial Llc Bermuda Run NC 05/2025 Present
  • 06/2015 → 03/2017
    Metlife Securities
    Winston-Salem, NC
  • 03/2017 → 07/2018
    Winston-Salem, NC
  • 07/2016 → 07/2018
    Massmutual Life Insurance Co
    Winston-Salem, NC
  • 07/2018 → 05/2025
    Cuso Financial Services, Lp
    San Diego, CA
  • 07/2018 → Present
    Allegacy Federal Credit Union
    Clemmons, NC
  • 05/2025 → Present
    Bermuda Run, NC
Previous Registrations
  • 2018-07-24 → 2025-05-15
    Cuso Financial Services, L.P.
    Bermuda Run, NC
    Clemmons, NC
    San Diego, CA
    Greensboro, NC
    High Point, NC
    Winston-Salem, NC
  • 2017-03-25 → 2018-07-25
    Winston Salem, NC
  • 2015-06-05 → 2017-03-25
    Msi Financial Services, Inc.
    Greensboro, NC
    Greensboro, NC
    Winston-Salem, NC
    Winston Salem, NC
  • 2010-11-23 → 2015-06-05
    Winston-Salem, NC
    Charlotte, NC
    San Diego, CA
    Winston-Salem, NC
    Charlotte, NC
  • 2007-02-27 → 2010-11-26
    Winston Salem, NC
    Winston-Salem, NC
    Mocksville, NC
    St Louis, MO
Other Businesses

1. 04/08/2025-Allegacy Investment Group- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 07/23/2018- 160 Hours Per Month- 160 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-20
S63 Uniform Securities Agent State Law Examination 2006-06-23
  • S66 Uniform Combined State Law Examination
    2007-02-20
  • S63 Uniform Securities Agent State Law Examination
    2006-06-23
Other Names
  • Mark T Walton
  • Mark Walton
  • Mark T. Walton
  • Mark T Wilson
  • Mark T. Wilson

View on SEC IAPD

More in Bermuda Run, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor