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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Ridgeland | MS | 05/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Ridgeland | MS | 11/2016 | 11/2021 |
| New York Life Insurance Company | Vienna | VA | 09/2021 | 05/2022 |
| Nylife Securities, Llc | Vienna | VA | 12/2021 | 05/2022 |
| Equitable Advisors Llc | New York | NY | 05/2022 | 12/2022 |
| Cuso Financial Services, Lp | San Diego | CA | 12/2022 | 05/2025 |
| Apple Federal Credit Union | Springfield | VA | 12/2022 | Present |
| Lpl Financial Llc | Springfield | VA | 05/2025 | Present |
1- 05/2025 / Apple Financial Services / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 160 hrs during trading / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-09 |
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