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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-15 |
Branch Locations
10150 Meanley Drive First Floor, San Diego, CA 92131 • United States
Avondale, PA • 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 | 03/2019 |
| Citizens Securities, Inc. | Fort Washington | PA | 04/2019 | 07/2020 |
| Fidelity Investments | King Of Prussia | PA | 07/2020 | 10/2022 |
| Td Bank N.A. | Exton | PA | 11/2022 | 11/2023 |
| Td Private Client Wealth Llc | Exton | PA | 11/2022 | 11/2023 |
| Pnc Investment Llc | Glen Mills | PA | 11/2023 | 08/2024 |
| Cuso Financial Services, Lp | San Diego | CA | 08/2024 | 05/2025 |
| Lpl Financial Llc | San Diego | CA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-24 |
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