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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-06-30 |
| TX | RA | APPROVED | 2025-05-15 |
Branch Locations
571 University Blvd, Round Rock, TX 78665 • United States
2021 Kelly Ln, Pflugerville, TX 78660 • United States
1500 W Parmer Lane, Austin, TX 78727 • United States
120 Palm Valley Cove, Round Rock, TX 78665 • United States
15116 Fm 1825, Pflugerville, TX 78660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 10/2013 | 05/2025 |
| University Federal Credit Union | Austin | TX | 11/2016 | Present |
| Lpl Financial Llc | Austin | TX | 05/2025 | Present |
1.3/20/2025: UFCU Investment Services; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 11/21/2016; 160 hrs/mo. during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-23 |
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