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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-05-15 |
Branch Locations
3610 Pentagon Blvd., Beavercreek, OH 45431 • United States
3560 Pentagon Blvd, Beavercreek, OH 45431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 03/2011 | 10/2016 |
| Telhio Credit Union | Columbus | OH | 02/2011 | 10/2016 |
| Wesbanco Securities Inc. | Columbus | OH | 10/2016 | 01/2017 |
| Cuso Financial Services, Lp | San Diego | CA | 01/2017 | 06/2025 |
| Wright-Patt Credit Union | Kettering | OH | 01/2017 | Present |
| Lpl Financial Llc | Beavercreek | OH | 05/2025 | Present |
1. 05/15/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name WPCU Retirement Solutions - Inv Rel- At Reported Business Location (s)- 160 Hrs Per Mnth/Trading- Start Date 04/23/2025 2. 10/29/2025 - Bella Visione LLC - Business Owner - Home Based - Not Investment Related - Start Date 10/20/2025 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-28 |
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