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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | 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 | 01/2024 | Present |
| Acumentis Property Valuation | Toowoomba | 02/2022 | 08/2023 | |
| Opteon Property Valuers | Canberra | 11/2020 | 02/2022 | |
| Aami Insurance | Brisbane | 11/2019 | 11/2020 | |
| Sedo Coffee | Brisbane | 08/2016 | 09/2017 | |
| Boydell Property Management | Brisbane | 08/2017 | 11/2017 | |
| Queensland University Of Technology | Brisbane | 01/2017 | 06/2020 | |
| Tafe Queensland | Brisbane | 01/2016 | 12/2016 | |
| Savills | Brisbane | 04/2018 | 10/2018 | |
| The Automotive Group | Brisbane | 08/2018 | 12/2018 | |
| University Of Westminster | London | 01/2019 | 06/2019 | |
| The Racing Cafe | Brisbane | 12/2017 | 08/2018 | |
| Unemployed | Salt Lake City | UT | 08/2023 | 01/2024 |
| Lpl Financial Llc | Salt Lake City | UT | 05/2025 | Present |
05/15/2025 - America First Investment Services -Investment Related - DBA for LPL Business (entity for LPL business) -At Reported Business Location(s) - Start Date:16-MAY-25 - 160 Hrs/Mth - 160 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-26 |
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