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Dustin Andrew Koufman

LPl Financial LLC

Winston Salem, NC

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-08-21
  • NC RA
    APPROVED
    Since 2025-08-21

Branch Locations

500 W. 5Th Street Ste 1320, Winston Salem, NC 27101 • 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
Mml Investor Service Inc Greensboro NC 03/2005 03/2017
Ftb Advisors Winston-Salem NC 03/2017 Present
Lpl Financial Llc Winston Salem NC 08/2025 Present
  • 03/2005 → 03/2017
    Mml Investor Service Inc
    Greensboro, NC
  • 03/2017 → Present
    Ftb Advisors
    Winston-Salem, NC
  • 08/2025 → Present
    Lpl Financial Llc
    Winston Salem, NC
Previous Registrations
  • 2017-03-20 → 2025-08-21
    First Horizon Advisors, Inc.
    Winston Salem, NC
    Winston Salem, NC
  • 2008-03-12 → 2017-03-27
    Mml Investors Services, Llc
    Greensboro, NC
    Greensboro, NC
    Greensboro, NC
    Winston-Salem, NC
Other Businesses

1- 08/21/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Horizon Advisors - Investment Related - At reported Business Location(s) - Start Date 07/28/2025 - 160 hours per month/ during trading 2- 08/21/2025 - First Horizon Insurance Services, Inc. - Non-Variable Insurance - Insurance Agent - Investment Related - At Reported Business Location(s) - Start Date 04/01/2004 - 5 hours per month/ during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-03-06
S63 Uniform Securities Agent State Law Examination 2005-09-08
  • S65 Uniform Investment Adviser Law Examination
    2008-03-06
  • S63 Uniform Securities Agent State Law Examination
    2005-09-08
Other Names
  • Dustin Koufman

View on SEC IAPD

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Other Offices

WELLS FARGO CLEARING SERVICES, LLC · WINSTON SALEM, NC
LPL FINANCIAL LLC · WINSTON SALEM, NC
EDWARD JONES · WINSTON SALEM, NC
EDWARD JONES · WINSTON-SALEM, NC
AMERIPRISE FINANCIAL SERVICES, LLC · WINSTON-SALEM, NC
TIMONIER · WINSTON SALEM, NC
APOLLON WEALTH MANAGEMENT, LLC · Winston-Salem, NC
KESTRA ADVISORY SERVICES, LLC · Winston Salem, NC

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