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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-15 |
Branch Locations
8303 N Mopac Expressway Suite A110, Austin, TX 78759 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 09/2022 | 09/2023 |
| University Federal Credit Union | Round Rock | TX | 09/2022 | 09/2023 |
| Ufcu | Round Rock | TX | 11/2019 | 09/2023 |
| Bank Of America | Round Rock | TX | 06/2017 | 11/2019 |
| Wells Fargo | Wheaton | MD | 05/2015 | 06/2017 |
| Cuso Financial Services, Lp | San Diego | CA | 09/2023 | 05/2025 |
| University Federal Credit Union | Round Rock | TX | 09/2023 | Present |
| Lpl Financial Llc | Austin | TX | 05/2025 | Present |
1.04/24/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name UFCU Investment Services; Investment Related; at Reported Business Location(s); Start Date 04/24/2025; 160hrs/mth; 160hrs during trading 2.06/09/2026; Amazon; Outside/W-2 Employment; Not Investment Related; Seattle,WA; Start Date 06/02/2026; 130hrs/mth; 0hrs during trading 3.06/30/2026; Instacart; Rideshare; Not Investment Related; San Francisco,CA; Start Date 06/29/2026; 130hrs/mth; 0hrs during trading 4.08/11/2026; American Equity; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 08/04/2026; 1hrs/mth; 1hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-22 |
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