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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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Acton | MA | 09/2015 | 02/2021 |
| Unemployed | Shirley | MA | 02/2021 | 04/2021 |
| Lincoln Financial Securities | Shirley | MA | 04/2021 | 05/2024 |
| Cuso Financial Services, Lp | San Diego | CA | 05/2024 | 05/2025 |
| Workers Federal Credit Union | Lunenburg | MA | 05/2024 | Present |
| Lpl Financial Llc | Lunenburg | MA | 05/2025 | Present |
1- 05/15/2025 - Workers Investments & Planning Solutions - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 04/25/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-25 |
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