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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-15 |
| WA | RA | APPROVED | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Tigard | OR | 08/2010 | 05/2017 |
| Primerica Financial Services | Tigard | OR | 03/2010 | 05/2017 |
| Iq Credit Union | Vancouver | WA | 05/2017 | Present |
| Cuso Financial Services, Lp | San Diego | WA | 05/2017 | 05/2025 |
| Lpl Financial Llc | Vancouver | WA | 05/2025 | Present |
1- 05/2025 - 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: 05/19/2025 - 160 HOURS/MONTH DURING TRADING. 2- 06/10/2025 - F&G Annuities and Life - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 05/29/2025 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-11 |
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