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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
110 Black Rock Road, Oaks, PA 19426 • United States
1301 Skippack Pike, Blue Bell, PA 19422 • United States
160 W. Eagle Rd, Havertown, PA 19083 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 02/2007 | 05/2025 |
| Lpl Financial Llc | Phoenixville | PA | 05/2025 | Present |
1- 05/15/2025 - Ardent Investment and Retirement Solutions - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 1986-01-17 |
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