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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-15 |
| TX | RA | APPROVED_RES | 2025-05-15 |
Branch Locations
Marina Del Rey, CA • United States
680 E Colorado Blvd Ste 180, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marriott | Bethesda | MD | 12/2015 | 02/2017 |
| Bunzl Distribution | Anaheim | CA | 02/2017 | 08/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2018 | 06/2019 |
| Thrivent Investment Management Inc | Glendale | CA | 07/2019 | 05/2020 |
| Cuso Financial Services, Lp | San Diego | CA | 05/2020 | 01/2024 |
| Skyone Federal Credit Union | Hawthorne | CA | 05/2020 | 01/2024 |
| Genesis Wealth Partners | Marina Del Rey | CA | 01/2024 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 01/2024 | 05/2025 |
| Lpl Financial Llc | Marina Del Rey | CA | 05/2025 | Present |
1. 05/15/2025-Genesis Wealth Partners Group- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/26/2024- 200 Hours Per Month- 10 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-17 |
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