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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dfcu Financial | Livonia | MI | 07/2013 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 07/2013 | Present |
| Lpl Financial Llc | Dearborn | MI | 05/2025 | Present |
1) 05/15/2025 - DFCU Financial Partners - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date: 07/08/2013 - 160 Hrs/Mth - 160 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-30 |
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