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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Country Capital Management Company | Bloomington | IL | 01/2015 | 02/2017 |
| Cuso Financial Services, Lp | San Diego | CA | 02/2017 | 05/2025 |
| Oregon State Credit Union | Corvallis | OR | 02/2017 | Present |
| Lpl Financial Llc | Corvallis | OR | 05/2025 | Present |
1-05/2025 / DBA for LPL Business (entity for LPL business) / Oregon State Investment Services / INV RLTD / AT LOCATION / 160 HRS MNTH / 160 HRS DURING TRADING / START 04/25/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-01 |
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