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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-30 |
| OH | RA | APPROVED | 2025-05-15 |
Branch Locations
10150 Meanley Drive First Floor, San Diego, CA 92131 • United States
Sunbury, OH • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Colorado Springs | CO | 08/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Colorado Springs | CO | 11/2016 | 12/2016 |
| Fifth Third Securities | New Lenox | IL | 01/2017 | 10/2018 |
| Wells Fargo Advisors | Colorado Springs | CO | 08/2015 | 01/2017 |
| Cuso Financial Services, Lp | San Diego | CA | 11/2018 | 05/2025 |
| Lpl Financial Llc | San Diego | CA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-27 |
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