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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-15 |
Branch Locations
13303 Hadley Street, Whittier, CA 90601 • United States
2625 Corporate Place, Monterey Park, CA 91754 • 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 | 04/2000 | 05/2025 |
| Fafcu Service Organization | Monterey Park | CA | 04/2000 | Present |
| Lpl Financial Llc | Whittier | CA | 05/2025 | Present |
1 - 05/2025 - F&A Investment Services - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-23 |
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