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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-05-15 |
| TX | RA | APPROVED | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Patrick Seal | Lakewood | CO | 12/1999 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 06/2004 | 05/2025 |
| Elevations Federal Credit Union | Boulder | CO | 06/2004 | Present |
| Lpl Financial Llc | Boulder | CO | 05/2025 | Present |
1) 04/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Elevations Wealth Management Services / Inv Related / At reported business location (s)/ 160 hrs per month 2) 11/24/2025 - Patricia Carpenter - Act in a Fiduciary Capacity - Not Investment Related - Home Based - Start Date 09/17/2025 - 20 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-22 |
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