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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-05-15 |
Branch Locations
11027 Meridian Ave No, Seattle, WA 98133 • United States
18530 33Rd Avenue, Lynnwood, WA 98037 • United States
4545 Stone Way, Wallingford, WA 98103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, L.P. | San Diego | CA | 08/2006 | 05/2025 |
| Verity Credit Union | Seattle | WA | 08/2006 | Present |
| Lpl Financial Llc | Lynnwood | WA | 05/2025 | Present |
1.07/15/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Verity Investment Services; Investment Related; at Reported Business Location(s); Start Date 04/28/2025; 160hrs/mth; 160hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-12 |
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