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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-04 |
| UT | RA | APPROVED | 2025-05-15 |
Branch Locations
1263 W 12Th St, Marriott-Slaterville, UT 84404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 03/2023 | 03/2025 |
| America First Credit Union | Logan | UT | 06/2022 | 03/2023 |
| World Financial Group | Bakersfield | CA | 01/2022 | 03/2023 |
| Northwestern Mutual | Logan | UT | 05/2021 | 09/2021 |
| Icon Health And Fitness | Logan | UT | 08/2020 | 05/2021 |
| Amazon | Salt Lake City | UT | 05/2020 | 08/2020 |
| Unemployed | Highland | UT | 03/2020 | 05/2020 |
| Utah State Dining Services | Logan | UT | 08/2019 | 03/2020 |
| Voluntary Service Trip | Knoxville | TN | 07/2017 | 08/2019 |
| Student | Highland | UT | 01/2013 | 06/2017 |
| Dominos | Logan | UT | 09/2021 | 05/2022 |
| Cuso Financial Services, Lp | San Diego | CA | 03/2025 | Present |
| Lpl Financial Llc | Marriott-Slaterville | UT | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-16 |
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