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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-11 |
| LA | RA | APPROVED | 2025-05-15 |
| NC | RA | APPROVED | 2025-05-15 |
Branch Locations
2339 Davis Drive, Cary, NC 27519 • United States
2024 Kildare Farm Road, Cary, NC 27511 • United States
401 N. Harrison Avenue, Cary, NC 27513 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 09/2016 | 05/2025 |
| Coastal Federal Credit Union | Durham | NC | 09/2016 | Present |
| Lpl Financial Llc | Cary | NC | 05/2025 | Present |
1. 05/15/2025- Mass Mutual- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 10/16/2017- 10 Hours Per Month- 10 Hours During Trading 2. 05/15/2025- Coastal Wealth Managment- Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date 05/16/2025- 10 Hours Per Month- 10 Hours During Trading 3. 05/15/2025- Coastal Wealth Management- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 05/16/2025- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2009-08-28 |
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