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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-18 |
| WA | RA | APPROVED | 2025-05-15 |
Branch Locations
1313 Main Street, Vancouver, WA 98660 • United States
7017 Ne Vancouver Mall Dr, Vancouver, WA 98661 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 03/2016 | 05/2025 |
| Iq Credit Union | Vancouver | WA | 03/2016 | Present |
| Lpl Financial Llc | Vancouver | WA | 05/2025 | Present |
05/15/2025 - IQ INVESTMENT SERVICES - INVESTMENT PRODUCTS AND SERVICES ARE OFFERED THROUGH LPL FINANCIAL LLC USING THE DBA/TRADE NAME IQ INVESTMENT SERVICES, INVESTMENT RELATED, AT REPORTED BUSINESS LOCATION (S) START DATE: 09/01/2009- 160 HOURS PER MONTH/90 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-30 |
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