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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-04-21 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1100 East 6600 South, Suite 420, Murray, UT 84121 • United States
1100 East 6600 South Ste 420, Murray, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Salt Lake City | UT | 03/2007 | 05/2018 |
| Raymond James Financial Services Inc. | Sandy | UT | 05/2018 | 04/2025 |
| Utah Wealth Strategies | Murray | UT | 05/2018 | Present |
| Lpl Financial Llc | Murray | UT | 04/2025 | Present |
1 - 03/2025 - Utah Wealth Strategies - DBA for LPL Business (entity for LPL business) - Inv Related - 32-40 hours/Month - 8-10 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-18 |
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