Best Investors Account Sign in
Claim This Profile
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-05-15
  • UT RA
    APPROVED
    Since 2025-05-15

Branch Locations

756 W 1700 S, Clearfield, UT 84015 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cuso Financial Services, Lp San Diego CA 05/2015 05/2025
Lpl Financial Llc Ogden UT 05/2025 Present
  • 05/2015 → 05/2025
    Cuso Financial Services, Lp
    San Diego, CA
  • 05/2025 → Present
    Ogden, UT
Previous Registrations
  • 2015-05-12 → 2025-05-15
    Cuso Financial Services, L.P.
    South Jordan, UT
    Clearfield, UT
    Ogden, UT
  • 2011-01-03 → 2015-05-27
    Sandy, UT
    Salt Lake City, UT
    Sandy, UT
    Salt Lake City, UT
    Murray, UT
  • 2008-11-07 → 2011-01-03
    Wells Fargo Investments, Llc
    Salt Lake City, UT
    Las Vegas, NV
Other Businesses

1. 05/15/2025- America First Investment Services- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 05/16/2025-160 Hours Per Month- 160 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-11-03
  • S66 Uniform Combined State Law Examination
    2008-11-03

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Clearfield, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor