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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-05-15 |
| TX | RA | APPROVED_RES | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Workers Credit Union | Lunenburg | MA | 02/2014 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 02/2014 | 05/2025 |
| Lpl Financial Llc | Lunenburg | MA | 05/2025 | Present |
1 - 06/2025 - Workers Investments & Planning Solutions - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-30 |
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