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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | 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 | 07/2024 | 05/2025 |
| Consumers Credit Union | Kalamazoo | MI | 02/2023 | Present |
| Color Street | Clifton | NJ | 09/2020 | 09/2022 |
| N/A | Kalamazoo | MI | 04/2016 | 02/2023 |
| Portage Public Schools | Portage | MI | 01/2017 | 11/2017 |
| City Of Portage | Portage | MI | 05/2018 | 09/2018 |
| Lpl Financial Llc | Kalamazoo | MI | 05/2025 | Present |
1. 05/15/2025-Consumers Credit Union- Notary- INV Related- At Reported Business Location(s)- Start date 04/12/2023 2. 04/09/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Consumers Investment Services - Investment Related - At Reported Business Location(s) - Start Date 02/21/2025 - 173 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-25 |
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