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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-01 |
| UT | RA | APPROVED | 2025-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sorenson Investment & Tax | Richfield | UT | 05/2001 | 11/2025 |
| Parkland Securities, Llc | Ann Arbor | MI | 08/2014 | 11/2025 |
| Lpl Financial | Richfield | UT | 12/2025 | Present |
1. 11/2025 - Sorensen's Investment & Tax Consulting Inc. - Business Entity For Tax/Investment Purposes Only - Not Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - Richfield UT 84701 - OBA Start Date:10/01/2010 2. 11/2025 - S & L Winn Properties, LLC - Real Estate Rental - Inv Related -10 Hour(s)/Month -10 Hour(s) During Trading - Richfield UT 84701 - OBA Start Date: 01/01/2022 3. 11/2025 - Sorensen, Winn & Associates - Property and Casualty - Inv Related - 10 Hour(s)/Month - 10 Hour(s) During Trading - Richfield UT 84701 - OBA Start Date: 10/01/2010 4. 11/2025 - Sorensen, Winn & Associates - Non-Variable Insurance- Inv Related - 40 Hour(s)/Month - 40 Hour(s) During Trading - Richfield UT OBA Start Date: 03/01/2002 5. 11/2025 - Notary- Notary - Inv Related - 3 Hour(s)/Month - 3 Hour(s) During Trading - Richfield UT 84701 - OBA Start Date: 01/01/2019 6. 11/2025 - Sorensen, Winn and Associates - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported Business Location (s)- OBA Start Date: 12/1/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-01 |
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