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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2024-03-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| One Nevada Credit Union | Reno | NV | 01/2019 | 01/2019 |
| Cuso Financial Services, Lp | Reno | NV | 01/2019 | 10/2021 |
| One Nevada Credit Union | Reno | NV | 05/2015 | 01/2019 |
| Charles Schwab & Co., Inc. | Reno | NV | 11/2021 | 03/2024 |
| Charles Schwab Bank, Ssb | Reno | NV | 11/2021 | 03/2024 |
| Lpl Financial Llp | Reno | NV | 03/2024 | Present |
| United Federal Credit Union | Reno | NV | 03/2024 | Present |
1) 02/2022 - United Investment Planning / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 02/2022 - Notary / Inv. Related / Reno, NV / Start date 08/30/2022 - 160 Hrs per month -10 % Time Spent - 8 Hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-14 |
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