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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-05-15 |
Branch Locations
3560 Pentagon Blvd, Beavercreek, OH 45431 • United States
3610 Pentagon Blvd., Beavercreek, OH 45431 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 01/2004 | Present |
| Wright-Patt Credit Union | Fairborn | OH | 01/2004 | Present |
| Lpl Financial Llc | Beavercreek | OH | 05/2025 | Present |
1) 05/15/2025 - WPCU Retirement Solutions - Investment related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date: 23-APR-25 - 160 Hrs/Mth - 160 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1982-10-29 |
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