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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 |
| TX | RA | APPROVED_RES | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Workers Credit Union | Fitchburg | MA | 02/2001 | Present |
| Cuso Financial Services, L.P. | San Diego | CA | 02/2001 | 05/2025 |
| Lpl Financial Llc | Lunenburg | MA | 05/2025 | Present |
1. 05/15/2025- Workers Investments & Planning Solutions- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 04/25/2025- 160 Hours Per Month- 160 Hours During Trading 2. 05/15/2025- DAVID EARLS-Notary- INV Related- At Reported Business Location(s)- Start date 01/29/2025- 1 Hour Per Month- 1 Hour During Trading 3. 05/15/2025-David Earls-Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 02/20/2025- 15 Hours Per Month- 3 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-24 |
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