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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-15 |
Branch Locations
8303 N Mopac Expressway Suite A110, Austin, TX 78759 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Federal Credit Union | Austin | TX | 09/2012 | 06/2024 |
| Cuso Financial Services, Lp | San Diego | CA | 09/2012 | 06/2024 |
| University Federal Credit Union | Austin | TX | 06/2024 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 06/2024 | Present |
| Lpl Financial Llc | Austin | TX | 05/2025 | Present |
1. UFCU Insurance Services- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- 160 Hrs Per Mnth/Trading- Start Date 04/24/2025 2. UFCU Retirement Services- Financial Institution Duty- Inv Rel- At Reported Business Location (s)- 20 Hrs Per Mnth/Trading- Start Date 07/01/2025 3. UFCU Insurance Services- Financial Institution Duty- Inv Rel- At Reported Business Location (s)- 1 Hrs Per Mnth/Trading- Start Date 02/17/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-25 |
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