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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-05-15
  • CO RA
    APPROVED
    Since 2025-05-15

Branch Locations

6523 Yellowstone Road, Cheyenne, WY 82009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Equitable Advisors, Llc New York NY 06/2024 09/2024
Unemployed Aurora CO 05/2024 06/2024
Snarf's Sandwiches Boulder CO 08/2023 05/2024
Subway Boulder CO 05/2022 08/2022
University Of Colorado- Boulder Boulder CO 08/2020 05/2024
Dairy Queen Aurora CO 01/2017 08/2020
Grandview High School Aurora CO 08/2016 08/2020
Cuso Financial Services, Lp San Diego CA 09/2024 Present
Lpl Financial Llc Castle Rock CO 05/2025 Present
  • 06/2024 → 09/2024
    New York, NY
  • 05/2024 → 06/2024
    Unemployed
    Aurora, CO
  • 08/2023 → 05/2024
    Snarf's Sandwiches
    Boulder, CO
  • 05/2022 → 08/2022
    Subway
    Boulder, CO
  • 08/2020 → 05/2024
    University Of Colorado- Boulder
    Boulder, CO
  • 01/2017 → 08/2020
    Dairy Queen
    Aurora, CO
  • 08/2016 → 08/2020
    Grandview High School
    Aurora, CO
  • 09/2024 → Present
    Cuso Financial Services, Lp
    San Diego, CA
  • 05/2025 → Present
    Castle Rock, CO
Previous Registrations
  • 2024-09-11 → 2025-05-15
    Cuso Financial Services, L.P.
    Castle Rock, CO
    Castle Rock, CO
    San Diego, CA
  • 2024-08-19 → 2024-09-04
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-16
  • S66 Uniform Combined State Law Examination
    2024-08-16

View on SEC IAPD

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