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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-03 |
Branch Locations
4502 W Gandy Blvd, Tampa, FL 33611 • United States
11008 Arcade Pl, Lakewood Ranch, FL 34211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 08/2022 | 05/2025 |
| Grow Financial Federal Credit Union | Tampa | FL | 08/2022 | Present |
| Grow Financial Federal Credit Union | Tampa | FL | 02/2017 | 08/2022 |
| General Dynamics Information Technology | Tampa | FL | 10/2015 | 02/2017 |
| Lpl Financial Llc | Tampa | FL | 05/2025 | Present |
1 - 05/2025 - Grow Financial Investment Services - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-30 |
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