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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-15 |
| TX | RA | APPROVED_RES | 2025-05-15 |
Branch Locations
3530 Advantage Way, Winston-Salem, NC 27103 • United States
139 S. Cardigan Way, Mooresville, NC 28117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portland | ME | 11/2018 | 03/2019 |
| Branch Banking And Trust Company | Charlotte | NC | 02/2012 | 07/2018 |
| Unemployed | Steep Falls/Limington | ME | 07/2018 | 11/2018 |
| Bank Of America N.A | Portland | ME | 01/2019 | 03/2019 |
| Cuso Financial Services, L.P. | San Diego | CA | 08/2019 | 10/2024 |
| Piedmont Advantage Credit Union | Mooresville | NC | 08/2019 | 10/2024 |
| Unemployed | Lawndale | NC | 03/2019 | 08/2019 |
| Cuso Financial Services, Lp | San Diego | CA | 10/2024 | 05/2025 |
| Piedmont Advantage Credit Union | Mooresville | NC | 10/2024 | Present |
| Lpl Financial Llc | Winston Salem | NC | 05/2025 | Present |
1. 5/15/2025: Piedmont Advantage Investment Solutions; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 4/30/2025; 160hrs/mo. during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-12 |
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