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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-05-15 |
Branch Locations
3 Enfield St, Cincinnati, OH 45218 • United States
5419 Cornerstone North Blvd, Dayton, OH 45440 • United States
4560 Lafayette Ave, Norwood, OH 45212 • United States
277 E Alex Bell Road, Centerville, OH 45459 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 06/2022 | 08/2022 |
| Wright-Patt Credit Union | Beavercreek | OH | 06/2022 | 08/2022 |
| Pnc Bank | Vandalia | OH | 12/2016 | 12/2020 |
| Pnc Investments | Dayton | OH | 12/2020 | 05/2022 |
| New Carlisle Sports And Fitness Center | New Carlisle | OH | 04/2014 | 12/2016 |
| Cuso Financial Services, Lp | San Diego | CA | 08/2022 | 05/2025 |
| Wright-Patt Credit Union | Beavercreek | OH | 08/2022 | Present |
| Lpl Financial Llc | Centerville | OH | 05/2025 | Present |
1. 05/15/2025- WPCU Retirement Solutions- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 04/23/2025- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-25 |
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