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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-11-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 04/2013 | 11/2016 |
| Trumark Financial Credit Union | Ft Washington | PA | 04/2013 | Present |
| Lpl Financial, Llc | Ft. Washington | PA | 11/2016 | Present |
1. 9/9/2021 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name TruMark Financial Wealth Advisors - Investment Related - At Reported Business Location(s) - Started 08/02/2021 - 160 Hours Per Month/8 Hours During Securities Trading. 2. 04/01/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Trumark Wealth Advisors - Investment Related - At Reported Business Location(s) - Start Date 04/12/2026 - 200 hours per month/ 160 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1983-03-14 |
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