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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-03-07 |
| TX | RA | APPROVED | 2023-03-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Leaders Group Inc/ Tgl Advisors | Littleton | CO | 03/2016 | 12/2019 |
| Mountain West Family Office Forum | Salt Lake City | UT | 03/2016 | 10/2017 |
| Massmutual Life Insurance Company | Lehi | UT | 11/2019 | 03/2023 |
| Mml Investors Services, Llc | Lehi | UT | 12/2019 | 03/2023 |
| Lpl Financial Llc | South Jordan | UT | 03/2023 | Present |
1) 2/2023- Real Estate Rental- owner- inv. related- 11582 Grandville Ave South Jordan, UT 84095- start date 3/1/2018- 0hrs 2) 03/14/2024 - Elevare LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 10808 South River Front Parkway, Suite 3403 South Jordan, Utah 84095 - Start Date 03/16/2016 - 3 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 1988-09-30 |
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