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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 |
| NH | RA | APPROVED | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Boulder | CO | 03/2011 | 12/2016 |
| Cuso Financial Services, Lp | San Diego | CA | 01/2017 | 09/2024 |
| Elevations Credit Union | Boulder | CO | 01/2017 | 09/2024 |
| Cuso Financial Services, Lp | San Diego | CA | 10/2024 | 05/2025 |
| Elevations Credit Union | Boulder | CO | 10/2024 | Present |
| Lpl Financial Llc | Boulder | CO | 05/2025 | Present |
1 - 06/2025 - Elevations Wealth Management Services - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 100 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-30 |
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