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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-15 |
| TX | RA | APPROVED_RES | 2025-05-15 |
Branch Locations
6100 Birdcage Lane, Suite 125, Citrus Heights, CA 95610 • United States
5040 Fotthills Blvd, Roseville, CA 95747 • United States
2381 Fair Oaks Blvd. Suite 3, Sacramento, CA 95825 • United States
1300 E. Bidwell Street #155, Folsom, CA 95630 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Patelcorp Service Organization | Elk Grove | CA | 07/2002 | Present |
| Cuso Financial Services, L.P. | San Diego | CA | 07/2002 | 05/2025 |
| Lpl Financial Llc | Citrus Heights | CA | 05/2025 | Present |
1. 05/15/2025- Patelco Financial Solutions- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 04/23/25- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-21 |
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