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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-15 |
| TX | RA | APPROVED_RES | 2025-05-15 |
| VA | RA | APPROVED | 2025-05-15 |
Branch Locations
9706 Gilead Rd, Huntersville, NC 28078 • United States
4530 Park Road, Suite 110, Charlotte, NC 28209 • United States
4347 School House Commons, Harrisburg, NC 28075 • United States
14154 Steele Creek Rd. Suite 100, Charlotte, NC 28273 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truliant Federal Credit Union | Winston-Salem | NC | 08/2007 | 06/2019 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 12/2008 | 07/2019 |
| Truliant Federal Credit Union | Charlotte | NC | 07/2019 | Present |
| Cuso Financial Sevices, L.P. | San Diego | CA | 07/2019 | 05/2025 |
| Lpl Financial Llc | Charlotte | NC | 05/2025 | Present |
1) 05/15/2025 - Truliant Financial Advisors - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - start Date : 08/20/2007 - 160 Hrs/Mth - 130 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-26 |
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