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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-15 |
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 | 10/2023 |
| Truliant Federal Credit Union | Winston Salem | NC | 04/2023 | 10/2023 |
| Truliant Federal Credit Union | Winston-Salem | NC | 04/2019 | 04/2023 |
| The Vitamin Shoppe | Winston Salem | NC | 11/2015 | 04/2019 |
| Cuso Financial Services, Lp | San Diego | CA | 10/2023 | 05/2025 |
| Truliant Federal Credit Union | Winston-Salem | NC | 10/2023 | Present |
| Lpl Financial Llc | Winston-Salem | NC | 05/2025 | Present |
1. 05/15/2025- Truliant Financial Advisors- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 07/18/2023- 160 Hours Per Month- 130 Hours During Trading 2. 05/15/2025- Truliant Federal Credit Union- Notary- INV Related- At Reported Business Location(s)- Start date 10/08/2019
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-02 |
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