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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-28 |
| PA | RA | APPROVED | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 02/2012 | 05/2025 |
| Widget Financial Credit Union | Erie | PA | 05/2013 | Present |
| Lpl Financial Llc | Erie | PA | 05/2025 | Present |
1. 3/26/2025: Widget Financial; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 5/3/2011; 160hrs/mo. during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-17 |
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