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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-28 |
| IN | RA | APPROVED | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Three Rivers Fcu | Fort Wayne | IN | 10/2005 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 02/2012 | 05/2025 |
| Lpl Financial Llc | Ft Wayne | IN | 05/2025 | Present |
1) 05/15/2025 - Clear Future Financial - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date: 02/26/2025 - 160 Hrs/Mth - 130 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-18 |
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