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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | 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 | 07/2023 | 09/2024 |
| Widget Financial Credit Union | Erie | PA | 07/2023 | 09/2024 |
| Widget Financial Credit Union | Erie | PA | 09/2019 | 07/2023 |
| Bison Hill Stonecrafts | Erie | PA | 06/2016 | 09/2019 |
| University Of Minnesota Crookston | Crookston | MN | 08/2020 | 05/2022 |
| Edinboro University | Edinboro | PA | 08/2016 | 05/2020 |
| Cuso Financial Services, Lp | San Diego | CA | 09/2024 | 05/2025 |
| Widget Financial Credit Union | Erie | PA | 09/2024 | Present |
| Lpl Financial Llc | Erie | PA | 05/2025 | Present |
1 - 05/2025 - Widget Investment Services - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s). 2 - 05/2025 - CSH Estates, LLC - Real Estate Rental - Inv Related - 0 Hour/Month - 0 Hour During Trading - Erie, PA - OBA Start Date: 04/22/2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-06 |
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