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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-28 |
| NC | RA | APPROVED | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coastal Federal Credit Union | Durham | NC | 10/2011 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 12/2011 | 05/2025 |
| Lpl Financial Llc | Raleigh | NC | 05/2025 | Present |
1. 05/2025: CWM; At reported business location(s); Non-Variable Insurance; Inv. related; start date 1/1/2025; 1hr/mo.; 0hrs during trading. 2. 06/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Coastal Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-18 |
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