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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cammack Larhette Brokerage, Inc. | Wellesley | MA | 10/2010 | 08/2017 |
| Cammack Larhette Advisors, Llc | Wellesley | MA | 02/2011 | 08/2017 |
| Cuso Financial Services, Lp | San Diego | CA | 08/2017 | 05/2025 |
| Workers Credit Union | Lunenburg | MA | 08/2017 | Present |
| Lpl Financial Llc | Lunenburg | MA | 05/2025 | Present |
1) 04/2025 - Workers Investments & Planning Solutions / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-23 |
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