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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-18 |
| CA | RA | APPROVED | 2024-12-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 03/2016 | 01/2024 |
| Wedbush Securities | Pasadena | CA | 02/2024 | 12/2024 |
| Lpl Financial Llc | Burbank | CA | 12/2024 | Present |
| Partners Fcu | Burbank | CA | 12/2024 | Present |
1 - 11/2024 - Partners Retirement and Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-10 |
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