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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-05-13 |
| OH | RA | APPROVED | 2026-03-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 04/2023 | Present |
| Unemployed | Lawrenceburg | IN | 02/2023 | 04/2023 |
| Robert Half | Phoenix | AZ | 08/2021 | 02/2023 |
| General Electric Credit Union | Cincinnati | OH | 02/2016 | 10/2016 |
| General Electric Credit Union | Cincinnati | OH | 10/2016 | 09/2017 |
| General Electric Credit Union | Cincinnati | OH | 09/2017 | 11/2019 |
| General Electric Credit Union | Cincinnati | OH | 11/2019 | 08/2021 |
| Lpl Financial Llc | Mason | OH | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-27 |
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