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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Financial Parterner, Ltd. | Las Vegas | NV | 07/2007 | 08/2017 |
| First Heartland Capital Inc | Lake St Louis | MO | 10/2013 | 08/2017 |
| Lpl Financial Llc | Austin | TX | 05/2025 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 08/2017 | 05/2025 |
| Velocity Credit Union | Austin | TX | 09/2019 | Present |
1- 05/15/2025 - Velocity Retirement & Investment Services - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-12 |
| S65 | Uniform Investment Adviser Law Examination | 2001-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-01 |
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