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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-12 |
| AZ | RA | APPROVED | 2025-05-15 |
Branch Locations
680 E Colorado Blvd Ste 180, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, L.P. | Layton | UT | 05/2015 | 11/2020 |
| Raymond James Financial Services, Inc. | Gilbert | AZ | 12/2020 | 11/2022 |
| Desert Financial Wealth Management | Mesa | AZ | 12/2021 | 11/2022 |
| Desert Financial Credit Union | Scottsdale | AZ | 12/2020 | 12/2020 |
| Desert Financial Credit Union | Mesa | AZ | 12/2020 | 12/2020 |
| Desert Financial Credit Union | Mesa | AZ | 12/2020 | 12/2020 |
| Cuso Financial Services, Lp | San Diego | CA | 12/2022 | 01/2024 |
| Skyone Federal Credit Union | Gilbert | AZ | 12/2022 | 01/2024 |
| Cuso Financial Services, Lp | San Diego | CA | 01/2024 | 05/2025 |
| Genesis Wealth Partners | Gilbert | AZ | 01/2024 | Present |
| Lpl Financial Llc | Gilbert | AZ | 05/2025 | Present |
1- 05/15/2025 - Genesis Wealth Partners - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 01/26/2024 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-29 |
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