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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-21 |
| UT | RA | APPROVED | 2022-01-04 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Financial Associates | Provo | UT | 06/2004 | 01/2022 |
| Commonwealth Financial Network | Waltham | MA | 10/2007 | 01/2022 |
| Lpl Financial, Llc | Orem | UT | 01/2022 | Present |
1. 01/04/2022 - Tamarack Management Holdings LLC - Investment Related - Business Entity For Tax/Investment Purposes Only - 1 Hours Per Month. 2. Walker-Covey Wealth Advisors - Investment Related - At Reported Business Location(s) -DBA for LPL Business (entity for LPL business) - Owner and Rep - Start Date - 2021.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-09-06 |
| S65 | Uniform Investment Adviser Law Examination | 2009-06-11 |
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