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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-05-15 |
| TX | RA | APPROVED_RES | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services | Denver | CO | 08/2014 | 09/2019 |
| Cuso Financial Services, Lp | San Diego | CA | 09/2019 | 05/2025 |
| Elevations Credit Union | Boulder | CO | 09/2019 | Present |
| Lpl Financial Llc | Longmont | CO | 05/2025 | Present |
1. 4/29/2025: Elevations Wealth Management Services; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 4/29/2025; 160hrs/mo. during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-19 |
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