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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-15 |
Branch Locations
3200 Truliant Way, Winston Salem, NC 27103 • United States
7780 North Point Blvd, Winston-Salem, NC 27106 • United States
4100 Clemmons Rd, Clemmons, NC 27012 • United States
794 South Main Street, Suite A, Kernersville, NC 27284 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jjb Hilliard Wl Lyons Llc | Winston Salem | NC | 07/2012 | 09/2016 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 09/2016 | 07/2019 |
| Truliant Fcu | Winston-Salem | NC | 09/2016 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 07/2019 | 05/2025 |
| Lpl Financial Llc | Clemmons | NC | 05/2025 | Present |
1. 05/15/2025- NC Swimming- Non-Profit Board Member- Not INV Related- Home Based- Start date 09/01/2012- 4 Hours Per Month 2. 05/15/2025- Truliant Fin Advisors- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 09/28/2018- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1986-01-27 |
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