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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-15 |
Branch Locations
8303 N Mopac Expressway Suite A110, Austin, TX 78759 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 07/2015 | 05/2025 |
| University Federal Credit Union | Austin | TX | 08/2020 | Present |
| Lpl Financial Llc | Austin | TX | 05/2025 | Present |
1 - 06/2025 - UFCU Investment Services - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s). 2 - 06/2025 - UFCU Retirement Services - Financial Institution Duty - Inv Related - 2 Hours/Month - 0 Hours During Trading - Austin, TX - OBA Start Date: 07/01/2025. 3 - 06/2025 - UFCU Insurance Services - Financial Institution Duty - 2 Hours/Month - 0 Hours During Trading - Austin, TX - OBA Start Date: 02/14/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-10 |
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