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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-15 |
| UT | 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 | 04/2021 | 02/2022 |
| America First Credit Union | Kaysville | UT | 07/2019 | 03/2021 |
| Comprehensive Financial Group | Salt Lake City | UT | 06/2018 | 07/2019 |
| Seagull Book Store | Riverdale | UT | 12/2012 | 01/2019 |
| Cuso Financial Services, Lp | San Diego | CA | 02/2022 | 05/2025 |
| Lpl Financial Llc | Kaysville | UT | 05/2025 | Present |
1- 05/15/2025 - America First Investment Services - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-29 |
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