Alex Choi

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APP_PEND_IARCE	2026-01-01

CA RA
APP_PEND_IARCE

Since 2026-01-01

Branch Locations

Azusa, CA • United States

680 E Colorado Blvd Ste 180, Pasadena, CA 91101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cuso Financial Services, Lp	San Diego	CA	03/2015	06/2025
Genesis Wealth Partners	Los Angeles	CA	01/2024	Present
Lpl Financial Llc	Arcadia	CA	05/2025	Present

03/2015 → 06/2025

Cuso Financial Services, Lp

San Diego, CA
01/2024 → Present

Genesis Wealth Partners

Los Angeles, CA
05/2025 → Present

Lpl Financial Llc

Arcadia, CA

Previous Registrations

2015-10-07 → 2025-05-15

Cuso Financial Services, L.P.

Hawthorne, CA

Arcadia, CA

San Diego, CA

Other Businesses

1. Genesis Wealth Partners- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- 50 Hrs Per Mnth/Trading- Start Date 01/27/2024 2. BBTails LLC- Business Owner- Inv Rel- Los Angeles, CA- 30 Hrs Per Mnth/Trading- Start Date 10/01/2023

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-10-05
S63	Uniform Securities Agent State Law Examination	2013-11-07

S65 Uniform Investment Adviser Law Examination

2015-10-05
S63 Uniform Securities Agent State Law Examination

2013-11-07

Other Names

Choi Alex
Choi K Alex

View on SEC IAPD