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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-05-15 |
Branch Locations
2233 N Main St, Summerville, SC 29486 • United States
456 North Hwy 52, Moncks Corner, SC 29461 • United States
140 Bee St, Charleston, SC 29401 • United States
1736 State Road, Summerville, SC 29486 • United States
1001 Jefferson Ave, Goose Creek, SC 29445 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 08/2016 | Present |
| South Carolina Federal Credit Union | Mount Pleasant | SC | 08/2016 | Present |
| Lpl Financial Llc | Charleston | SC | 05/2025 | Present |
1) 05/15/2025 - South Carolina Federal Investment Solutions - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date: 08/01/2022 - 160 Hrs/Mth - 130 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-17 |
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