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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-04
UT RA APPROVED 2025-05-15
  • TX RA
    APPROVED
    Since 2026-03-04
  • UT RA
    APPROVED
    Since 2025-05-15

Branch Locations

1263 W 12Th St, Marriott-Slaterville, UT 84404 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2023 → 03/2025
    Cuso Financial Services, Lp
    San Diego, CA
  • 06/2022 → 03/2023
    America First Credit Union
    Logan, UT
  • 01/2022 → 03/2023
    World Financial Group
    Bakersfield, CA
  • 05/2021 → 09/2021
    Northwestern Mutual
    Logan, UT
  • 08/2020 → 05/2021
    Icon Health And Fitness
    Logan, UT
  • 05/2020 → 08/2020
    Amazon
    Salt Lake City, UT
  • 03/2020 → 05/2020
    Unemployed
    Highland, UT
  • 08/2019 → 03/2020
    Utah State Dining Services
    Logan, UT
  • 07/2017 → 08/2019
    Voluntary Service Trip
    Knoxville, TN
  • 01/2013 → 06/2017
    Student
    Highland, UT
  • 09/2021 → 05/2022
    Dominos
    Logan, UT
  • 03/2025 → Present
    Cuso Financial Services, Lp
    San Diego, CA
  • 05/2025 → Present
    Marriott-Slaterville, UT
Previous Registrations
  • 2024-03-20 → 2025-05-15
    Cuso Financial Services, L.P.
    Ogden, UT
    Marriott-Slaterville, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-16
  • S66 Uniform Combined State Law Examination
    2024-03-16
Other Names
  • N. Cade Odette

View on SEC IAPD

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