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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-05-15 |
| 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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 08/2015 | 08/2017 |
| University Federal Credit Union | Austin | TX | 08/2017 | 02/2019 |
| Cuso Financial Services, Lp | San Diego | CA | 02/2019 | 07/2024 |
| University Federal Credit Union | Austin | TX | 02/2019 | 07/2024 |
| Cuso Financial Services, Lp | San Diego | CA | 07/2024 | 05/2025 |
| University Federal Credit Union | Austin | TX | 07/2024 | Present |
| Lpl Financial Llc | Austin | TX | 05/2025 | Present |
1. 3/12/2025: Russell's Customs Airsoft LLC; At reported business location(s); Business Owner; Inv. related; start date 5/21/2024; 1hr/mo.; 0hrs during trading. 2. 3/12/2025: Southwestern University Swimming; Georgetown, TX; Non-profit volunteer (not on board) - Volunteer Assistant Swimming Coach; Not inv. related; start date 9/1/2021; 10hrs/mo.; 0hrs during trading. 3. 4/24/2025: UFCU Investment Services; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 4/24/2025; 160hrs/mo. during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-07 |
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