Daniel Jason Proctor

Current Employers

Lpl Enterprise, Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-11-14
TX	RA	APPROVED_RES	2024-11-14

CA RA
APPROVED

Since 2024-11-14
TX RA
APPROVED_RES

Since 2024-11-14

Branch Locations

4707 Executive Dr, San Diego, CA 92121 • 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

Organization	City	State	From	To
Cuso Financial Services, Lp	San Diego	CA	12/2003	02/2018
Lpl Financial Llc	San Diego	CA	02/2018	Present

12/2003 → 02/2018

Cuso Financial Services, Lp

San Diego, CA
02/2018 → Present

Lpl Financial Llc

San Diego, CA

Previous Registrations

2008-08-22 → 2018-02-08

Cuso Financial Services, L.P.

San Diego, CA

Other Businesses

1. 4/3/2018 - No Business Name - Investment Related - San Diego CA 92121 - Real Estate Rental - Started 01/01/2017 - 1 Hour Per Month - Owner of real property.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-08-20

S66 Uniform Combined State Law Examination

2008-08-20

View on SEC IAPD

Current Employers

Lpl Enterprise, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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