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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-08 |
| CA | RA | APPROVED | 2024-09-19 |
Branch Locations
195 S Orchard Ave, Ukiah, CA 95482 • United States
Winsor, CA • United States
8945 Brooks Rd. S., Windsor, CA 95492 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 04/2007 | 09/2024 |
| Redwood Credit Union | Windsor | CA | 04/2007 | Present |
| Lpl Financial Llc | Windsor | CA | 09/2024 | Present |
1. Redwood Wealth Management- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-11 |
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