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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-08-12 |
| TX | RA | APPROVED | 2025-08-11 |
Branch Locations
One South Main Street, Salt Lake City, UT 84133 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Inc. | Salt Lake | UT | 03/1998 | 03/2025 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 03/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 03/2025 |
| Lpl Financial | Salt Lake City | UT | 08/2025 | Present |
| Zions Bank | Salt Lake City | UT | 08/2025 | Present |
| Unemployment | Salt Lake City | UT | 03/2025 | 08/2025 |
1. 07/2025 - 525 S 900 E Apt B3 Salt Lake City, UT 84102 - Real Estate Rental - Investment Related - 0 Hrs/Mth - 0 Hrs During Trading - Salt Lake City, UT 84102 - OBA Start Date: 07/01/2024 2. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Zions Wealth Advisors - Investment Related - At Reported Business Location(s) - Start Date: 07/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-15 |
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