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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-24 |
Branch Locations
3807 Broad Street, San Luis Obispo, CA 93401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning, Inc. | Fort Worth | TX | 10/2016 | 04/2018 |
| University Of Phoenix | Fresno | CA | 11/2015 | 10/2016 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 04/2018 | 12/2022 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 04/2018 | 12/2022 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 04/2018 | 12/2022 |
| Cuso Financial Services, Lp | San Diego | CA | 01/2023 | Present |
| Sesloc Credit Union | San Luis Obispo | CA | 01/2023 | Present |
| Lpl Financial Llc | San Luis Obispo | CA | 05/2025 | Present |
1. 07/24/2025 - SESLOC Wealth Management - DBA for LPL Business (entity for LPL business) - Inv rel - At reported Business location(s). - Start date: 01/09/2023 - 160hr/mnth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-09 |
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