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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 |
Branch Locations
1510 E. Cheyenne Mountain Blvd, Colorado Springs, CO 80906 • United States
123 S. Weber Street, Colorado Springs, CO 80903 • United States
4545 Galley Rd., Colorado Springs, CO 80915 • United States
4720 Flintridge Drive, Colorado Springs, CO 80918 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 02/2014 | 09/2024 |
| Ent Credit Union | Colorado Springs | CO | 11/2010 | 09/2024 |
| Cuso Financial Services, Lp | San Diego | CA | 09/2024 | 05/2025 |
| Ent Credit Union | Colorado Springs | CO | 09/2024 | Present |
| Lpl Financial Llc | Colorado Springs | CO | 05/2025 | Present |
1) 04/2025 - ENT investment services / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) - 160 hrs per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-30 |
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