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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-07 |
| CA | RA | APPROVED | 2025-05-15 |
Branch Locations
1390 Willow Pass Road, Concord, CA 94526 • United States
3101 Travis Blvd., Suite A, Fairfield, CA 94534 • United States
3498-A Mt. Diablo Blvd, Lafayette, CA 94549 • United States
1790 North Broadway, Walnut Creek, CA 94596 • 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, L.P. | San Diego | CA | 04/2006 | 05/2025 |
| Patelco Credit Union | Lafayette | CA | 04/2006 | Present |
| Lpl Financial Llc | Fairfield | CA | 05/2025 | Present |
1 - 05/2025 - Patelco Financial Solutions - 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-06 |
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