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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services | Colorado Springs | CO | 02/2015 | 05/2020 |
| Usaa Financial Advisors Inc | Colorado Springs | CO | 03/2017 | 05/2020 |
| Cameron Anderson | Colorado Springs | CO | 10/2014 | 01/2021 |
| Ipsos Mobile | New York | NY | 12/2017 | 10/2018 |
| Usaa Investment Management Company | Colorado Springs | CO | 01/2018 | 05/2020 |
| Youtube.COm | San Bruno | CA | 05/2018 | 01/2020 |
| Italki Hk Limited | Kowloon | 01/2018 | 05/2018 | |
| Ever Forward Travel Llc | Colorado Springs | CO | 11/2018 | 01/2021 |
| Charles Schwab & Co., Inc. | Colorado Springs | CO | 05/2020 | 03/2021 |
| Ent Credit Union | Fountain | CO | 04/2021 | 09/2024 |
| Cuso Financial Services, Lp | San Diego | CA | 04/2021 | 09/2024 |
| Cuso Financial Services, Lp | San Diego | CA | 09/2024 | 05/2025 |
| Ent Credit Union | Fountain | CO | 09/2024 | Present |
| Lpl Financial Llc | Fountain | CO | 05/2025 | Present |
1- 05/15/2025 - ENT Investment Services - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 04/05/2021 - 160 hours per month/ 144 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-26 |
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