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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | League City | TX | 12/2014 | 05/2022 |
| Wells Fargo Clearing Services, Llc | League City | TX | 10/2018 | 05/2022 |
| Cuso Financial Services, Lp | San Diego | CA | 05/2022 | 05/2025 |
| University Federal Credit Union | League City | TX | 05/2022 | Present |
| Lpl Financial Llc | League | TX | 05/2025 | Present |
1. 05/15/2025- UFCU Investment Services- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 04/24/25- 160 Hours Per Month- 160 Hours Per Month- 2. 05/15/2025-Clear Lake High School Cheerleaders Booster Club- Not INV Related- At Houston, TX- Start date 05/01/2024- 10 Hours Per Month 3. 05/15/2025- University Federal Credit Union- Financial Institution Duty- INV Related- At Reported Business Location(s)- Start date 02/01/2025- 2 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-15 |
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