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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-05-15 |
Branch Locations
6831 Sir Viceroy Drive, Alexandria, VA 22315 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Apple Federal Credit Union | Fairfax | VA | 05/2015 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 05/2015 | 05/2025 |
| Lpl Financial Llc | Alexandria | VA | 05/2025 | Present |
1) 05/15/2025 - Apple Financial Services LLC -Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s)- Start Date - 04/25/2015 - 160 Hrs/Mth - 3 Hrs During Trading. 2) 05/29/2026 - Apple Financial Services - Insurance - Financial Institution Duty - Not Investment Related - At Reported Business Location(s) - Start Date 04/11/2016 - 30 hours per month/ during trading -
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-07-15 |
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