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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-29 |
| CA | RA | APPROVED | 2024-06-14 |
| UT | RA | APPROVED | 2024-01-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cyprus Credit Union | West Jordan | UT | 09/2013 | 06/2024 |
| Lpl Financial Llc | Eureka | CA | 08/2018 | Present |
1) 2026-04-22 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - MEMBERs Financial Services - DBA for LPL Business (entity for LPL business) - Y - 160 - 120 - at reported business location(s) - 2026-04-21 - financial planning and investment advisory services to clients. Services include retirement planning, portfolio management, asset allocation guidance, and general financial education. 2) 2025-12-15 - NONE - Beneficiary Designation - N - 2 - 0 - at reported business location(s) - 2025-11-07 - 3) 2025-09-04 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Coast Central Wealth Management / Coast Central Credit Union - DBA for LPL Business (entity for LPL business) - Y - 160 - 6 - at reported business location(s) - 2025-08-15 -
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-12 |
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