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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 And Cuso Financial Services Lp | Boulder | CO | 01/2016 | 05/2025 |
| Cuso Finacial Services, Lp | San Diego | CA | 01/2016 | 05/2025 |
| Lpl Financial Llc | Boulder | CO | 05/2025 | Present |
| Elevations Credit Union | Boulder | CO | 01/2016 | Present |
1. 05/2025 - Elevations Credit Union- Notary- INV Related- At Reported Business Location(s)- Start date 07/27/2021- 1 Hour Per Month- 1 Hour During Trading 2. 05/2025- Investment products and services are offered through LPL Financial LLC using the DBA/trade name Elevations Wealth Management Services- Investment Related- At Reported Business Location(s)- Start date 04/29/2025- 160 Hours Per Month- 160 Hours During Trading 3.10/06/2025 - Clawzania - Business Owner - Loveland, CO - Not Inv Rel - Start date 07/29/2025 - 20 hours per month/ 0 hrs during Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-21 |
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