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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-15 |
| WA | RA | APPROVED | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Gresham | OR | 10/2013 | 03/2017 |
| Iq Credit Union | Washougal | WA | 03/2017 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 03/2017 | 05/2025 |
| Lpl Financial Llc | Vancouver | WA | 05/2025 | Present |
1. 05/15/2025- Investment products and services are offered through LPL Financial LLC using the DBA/trade name iQ Investment Services- Inv Rel- At Reported Business Location (s)- 160 Hrs Per Mnth/Trading- Start Date 03/04/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-11 |
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