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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
4720 Flintridge Drive, Colorado Springs, CO 80918 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors Inc | Colorado Springs | CO | 08/2017 | 05/2020 |
| Usaa Financial Planning Services Insurance Agency | Colorado Springs | CO | 03/2016 | 10/2017 |
| Usaa Finanical Planning Services | Colorado Springs | CO | 10/2017 | 05/2020 |
| Usaa Investment Management Company | Colorado Springs | CO | 05/2019 | 05/2020 |
| Charles Schwab & Co., Inc. | Colorado Springs | CO | 05/2020 | 08/2021 |
| Cuso Financial Sevices, Lp | San Diego | CA | 08/2021 | 09/2024 |
| Ent Credit Union | Colorado Springs | CO | 08/2021 | 09/2024 |
| Cuso Financial Services, Lp | San Diego | CA | 09/2024 | 05/2025 |
| Ent Credit Union | San Diego | CA | 09/2024 | Present |
| Lpl Financial Llc | Colorado Springs | CO | 05/2025 | Present |
1. 05/15/2025- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 08/09/2021- 175 Hours Per Month- 175 Hours During Trading 2. 05/15/2025- Audi Club Rocky Mountain Chapter- Non-Profit Board Member- Not INV Related- At Parker, CO- Start date 03/01/2022- 2 Hours Per Month 3. 05/15/2025- Uber Tchnologies- Rideshare- INV Related- At San Francisco, CA- Start date 04/01/2024- 10 Hours Per Month 4. 05/15/2025- TURO- Business Owner- INV Related- At San Francisco, CA- Start date 04/01/2023- 5 Hours Per Month 5. 05/15/2025- DoorDash- Rideshare- INV Related- At San Francisco, CA- Start date 01/01/2020- 20 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-25 |
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