Robert J Woerner

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-05-16

FL RA
APPROVED

Since 2025-05-16

Branch Locations

1242 E 5Th Ave, Tampa, FL 33605 • United States

4502 W Gandy Blvd, Tampa, FL 33611 • United States

13305 N Dale Mabry Hwy, Tampa, FL 33618 • United States

6121 State Road 54, New Port Richey, FL 34653 • 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
Grow Financial Federal Credit Union	San Diego	CA	06/2016	Present
Cuso Financial Services, Lp	San Diego	CA	06/2016	05/2025
Lpl Financial Llc	Tampa	FL	05/2025	Present

06/2016 → Present

Grow Financial Federal Credit Union

San Diego, CA
06/2016 → 05/2025

Cuso Financial Services, Lp

San Diego, CA
05/2025 → Present

Lpl Financial Llc

Tampa, FL

Previous Registrations

2016-06-21 → 2025-05-15

Cuso Financial Services, L.P.

Clearwater, FL

Tampa, FL

Tampa, FL

New Port Richey, FL

Tampa, FL

San Diego, CA

Largo, FL

Pinellas Park, FL

Lutz, FL

Tampa, FL

Spring Hill, FL

Clearwater, FL

Saint Petersburg, FL

Tampa, FL
2014-04-01 → 2016-05-31

Ameriprise Financial Services, Llc

Tampa, FL

Other Businesses

1. 4/23/2025: Grow Financial Investment Services; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 4/23/2025; 160hrs/mo. during trading.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-03-31

S66 Uniform Combined State Law Examination

2014-03-31

Designations

View on SEC IAPD