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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-15 |
| VA | RA | APPROVED | 2025-05-15 |
Branch Locations
621 South Dekalb Street, Shelby, NC 28150 • United States
324 North Trade Street Suite 101, Matthews, NC 28105 • United States
7114 Brighton Park Dr Ste 300, Charlotte, NC 28227 • United States
1915 Back Creek Dr, Charlotte, NC 28213 • United States
3351 E Franklin Blvd Suite 106, Gastonia, NC 28056 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Truliant Federal Credit Union | Winston-Salem | NC | 06/2015 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 06/2015 | 07/2019 |
| Cuso Financial Services, Lp | San Diego | CA | 07/2019 | 05/2025 |
| Lpl Financial Llc | Charlotte | NC | 05/2025 | Present |
1. 4/4/2025: Truliant Financial Advisors; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 4/15/2025; 240hrs/mo.; 130hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-10 |
| S65 | Uniform Investment Adviser Law Examination | 2003-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 1984-09-12 |
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