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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-15 |
Branch Locations
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 |
|---|---|---|---|---|
| Chartwell Tsc Securities Corp. | Pittsburgh | PA | 10/2016 | 09/2018 |
| Tsc Bank | Pittsburgh | PA | 10/2016 | 09/2018 |
| Northwest Savings Bank | Pittsburgh | PA | 07/2016 | 09/2016 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 06/2021 | 05/2023 |
| Cuna Mutual Group | Waverly | IA | 06/2021 | 05/2023 |
| Mutual Of America Securities Llc | Pittsburgh | PA | 11/2018 | 06/2021 |
| Unemployed | Pittsburgh | PA | 09/2018 | 11/2018 |
| Lpl Financial Llc | Lower Burrell | PA | 05/2022 | 05/2023 |
| Cuso Financial Services, Lp | San Diego | CA | 05/2023 | 05/2025 |
| Lpl Financial Llc | Lower Burrell | PA | 05/2025 | Present |
1- 05/15/2025 - Clearview Wealth Management Group - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-16 |
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