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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-23 |
| UT | RA | APPROVED | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Salt Lake City | UT | 09/2015 | 04/2017 |
| Zions Bank | Salt Lake City | UT | 09/2015 | 04/2017 |
| Cuso Financial Services, Lp | San Diego | CA | 04/2017 | 05/2025 |
| Lpl Financial Llc | Odgen | UT | 05/2025 | Present |
1. 4/14/2025: Morgan Sports Network; Utah; Radio/ TV/ Podcast; Not inv. related; start date 2/1/2020; 15hrs/mo.; 0hrs during trading. 2. 5/15/2025: America First Investment Services; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 5/16/2025; 160hrs/mo.160 during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-07 |
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