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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-21 |
| UT | RA | APPROVED | 2004-08-09 |
Branch Locations
252 Historic 25Th St #200, Ogden, UT 84401-2302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Ogden | UT | 08/2004 | Present |
1. 4/3/2014 - BOYER RETIREMENT GROUP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 5/26/2016 - Boyer Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/30/2016 - 0 Hours Per Month. 3. 1/24/2023 - Boyer Retirement Group leasing space to Jo Jos - Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date - 06/01/2014 - 1 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-12 |
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