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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ocusoft/Cynacon | Rosenburg | TX | 05/2014 | 06/2017 |
| Jp Morgan Securities Llc | Houston | TX | 10/2018 | 06/2024 |
| Jpmorgan Chase Bank, N.A. | Houston | TX | 10/2018 | 06/2024 |
| Northwestern Mutual Investment Services, Llc. | Houston | TX | 02/2018 | 07/2018 |
| Unemployed | Houston | TX | 07/2018 | 10/2018 |
| The Fitzpatrick Group | Houston | TX | 10/2016 | 03/2018 |
| Unemployed | Houston | TX | 07/2024 | 03/2025 |
| Cuso Financial Services, Lp | San Diego | CA | 03/2025 | 06/2025 |
| University Federal Credit Union | League City | TX | 03/2025 | Present |
| Lpl Financial Llc | League City | TX | 06/2025 | Present |
1) 06/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name UFCU Investment Services / Inv Related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-01 |
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