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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-15 |
| NC | RA | APPROVED | 2025-05-15 |
Branch Locations
3015 East River Way, High Point, NC 27265 • United States
Holt, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 01/2023 | 09/2023 |
| Allegacy Investment Group (Branch Of Allegacy Fcu) | Clemmons | NC | 01/2023 | 09/2023 |
| Allegacy Federal Credit Union | Clemmons | NC | 01/2022 | 01/2023 |
| Bob King Automotive | Winston Salem | NC | 06/2015 | 12/2018 |
| Bob King Automotive | Winston Salem | NC | 01/2019 | 08/2021 |
| Guys Automotive Solutions | Winston Salem | NC | 09/2021 | 11/2021 |
| Cuso Financial Services, Lp | San Diego | CA | 09/2023 | Present |
| Allegacy Federal Credit Union | Clemmons | NC | 09/2023 | Present |
| Lpl Financial Llc | Okemos | MI | 05/2025 | Present |
1) 2026-04-22 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Allegacy Wealth Management - DBA for LPL Business (entity for LPL business) - Y - 160 - 160 - at reported business location(s) - 2025-04-30 - DBA for LPL Business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-18 |
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