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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-05-15
  • OH RA
    APPROVED
    Since 2025-05-15

Branch Locations

3610 Pentagon Blvd., Beavercreek, OH 45431 • United States

3560 Pentagon Blvd, Beavercreek, OH 45431 • 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 03/2011 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
  • 03/2011 → 10/2016
    Cuso Financial Services, Lp
    San Diego, CA
  • 02/2011 → 10/2016
    Telhio Credit Union
    Columbus, OH
  • 10/2016 → 01/2017
    Columbus, OH
  • 01/2017 → 06/2025
    Cuso Financial Services, Lp
    San Diego, CA
  • 01/2017 → Present
    Wright-Patt Credit Union
    Kettering, OH
  • 05/2025 → Present
    Beavercreek, OH
Previous Registrations
  • 2017-01-09 → 2025-05-15
    Cuso Financial Services, L.P.
    Kettering, OH
    Xenia, OH
    Beavercreek, OH
    Beavercreek, OH
    Beavercreek, OH
  • 2016-10-13 → 2017-01-05
    Columbus, OH
    Wheeling, WV
  • 2011-03-14 → 2016-10-03
    Cuso Financial Services, L.P.
    Columbus, OH
    Hilliard, OH
    Worthington, OH
    Columbus, OH
    Reynoldsburg, OH
    Gahanna, OH
  • 2010-04-01 → 2011-02-23
    Columbus, OH
    Columbus, OH
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-05-14
S63 Uniform Securities Agent State Law Examination 2006-09-28
  • S65 Uniform Investment Adviser Law Examination
    2010-05-14
  • S63 Uniform Securities Agent State Law Examination
    2006-09-28

View on SEC IAPD

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