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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-28 |
| KS | RA | APPROVED | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 01/2021 | 07/2021 |
| Meritrust Credit Union | Wichita | KS | 01/2021 | 07/2021 |
| Meritrust Credit Union | Wichita | KS | 04/2019 | 01/2021 |
| Us Bank | Lawrence | KS | 11/2016 | 04/2019 |
| Salty Iguana | Lawrence | KS | 09/2013 | 10/2016 |
| Cuso Financial Services, Lp | San Diego | CA | 07/2021 | 05/2025 |
| Meritrust Credit Union | Wichita | KS | 07/2021 | Present |
| Lpl Financial Llc | Wichita | KS | 05/2025 | Present |
1. 5/15/2025: Women's Network; At reported business location(s); Speaker/ Seminar/ Workshops; Inv. related; start date 12/5/2024; 1hr/mo. during trading. 2. 5/15/2025: Boys & Girls Club of South Central Kansas; At reported business location(s); Speaker/ Seminar/ Workshops; Inv. related; start date 2/10/2023; 1hr/mo. during trading. 3. 5/15/2025: Meritrust Wealth Management; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 5/1/2025; 160hrs/mo. during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-01 |
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