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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-05-15
  • SC RA
    APPROVED
    Since 2025-05-15

Branch Locations

109 North 12Th Street, West Columbia, SC 29169 • United States

4503 Forest Drive, Columbia, SC 29206 • United States

2350 Legrand Rd., Columbia, SC 29223 • United States

5075 Sunset Blvd, Lexington, SC 29072 • United States

2321 Trade Court, Florence, SC 29501 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
C K Wright Transportation Llc Columbia SC 07/2010 01/2019
Time Warner/Spectrum Columbia SC 03/2014 12/2016
Woodmen Of The World Life Insurance Society Omaha NE 10/2016 03/2019
Woodmen Financial Services, Inc. Omaha NE 07/2018 01/2019
Edward Jones St Louis MO 04/2019 01/2023
Cuso Financial Services, Lp San Diego CA 01/2023 06/2025
South Carolina Federal Credit Union Columbia SC 01/2023 Present
Lpl Financial Llc Florence SC 05/2025 Present
  • 07/2010 → 01/2019
    C K Wright Transportation Llc
    Columbia, SC
  • 03/2014 → 12/2016
    Time Warner/Spectrum
    Columbia, SC
  • 10/2016 → 03/2019
    Woodmen Of The World Life Insurance Society
    Omaha, NE
  • 07/2018 → 01/2019
    Woodmen Financial Services, Inc.
    Omaha, NE
  • 04/2019 → 01/2023
    St Louis, MO
  • 01/2023 → 06/2025
    Cuso Financial Services, Lp
    San Diego, CA
  • 01/2023 → Present
    South Carolina Federal Credit Union
    Columbia, SC
  • 05/2025 → Present
    Florence, SC
Previous Registrations
  • 2023-01-18 → 2025-05-15
    Cuso Financial Services, L.P.
    Columbia, SC
    Columbia, SC
    Lexington, SC
    Florence, SC
    West Columbia, SC
  • 2019-07-09 → 2023-01-05
    Columbia, SC
    St Louis, MO
    Columbia, SC
    Columbia, SC
    Blythewood, SC
Other Businesses

1. South Carolina Federal Investment Solutions- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- 160 Hrs Per Mnth/Trading- Start Date 04/25/2025

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-08
  • S66 Uniform Combined State Law Examination
    2019-07-08
Other Names
  • Charlis Renata Fulton
  • Charlis Fulton Wright
  • Charlis Wright

View on SEC IAPD

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