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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-07 |
| CA | RA | APPROVED | 2025-05-15 |
Branch Locations
3101 Travis Blvd., Suite A, Fairfield, CA 94534 • United States
2033 Shattuck Ave, Berkeley, CA 94704 • United States
360 22Nd Street, Oakland, CA 94612 • United States
1200 Clay Street, Suite 130, Oakland, CA 94612 • 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 | 01/2020 | 12/2020 |
| San Francisco Fire Credit Union | San Francisco | CA | 01/2020 | 12/2020 |
| San Francisco Fire Credit Union | San Francisco | CA | 01/2018 | 12/2019 |
| San Francisco Fire Credit Union | San Francisco | CA | 04/2016 | 12/2017 |
| Patelco Credit Union | Fairfield | CA | 08/2022 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 08/2022 | 05/2025 |
| Cuso Financial Services, Lp | San Diego | CA | 01/2021 | 08/2022 |
| San Francisco Fire Credit Union | San Francisco | CA | 01/2022 | 08/2022 |
| Lpl Financial Llc | Fairfield | CA | 05/2025 | Present |
1- 05/15/2025 - Patelco Financial Solutions - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 04/24/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-04 |
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