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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-23 |
| FL | RA | APPROVED | 2025-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Tampa | FL | 08/2016 | 10/2018 |
| Grow Financial Federal Credit Union | Tampa | FL | 10/2018 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 10/2018 | 05/2025 |
| Lpl Financial Llc | Tampa | FL | 05/2025 | Present |
1- 05/15/2025 - Grow Financial Investment Services - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 04/23/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-10 |
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