Brian Scott Urie

Current Employers

Employment History

• 08/2015 → Present
  Lpl Financial Llc
  Sandy, UT
• 08/2015 → Present
  Mountain America Credit Union
  Sandy, UT

Previous Registrations

• 2005-06-01 → 2015-08-05
  Equitable Advisors, Llc
  Salt Lake City, UT
  Salt Lake City, UT
  Draper, UT
  Salt Lake City, UT
• 2009-03-11 → 2012-05-29
  Trek Financial
  Salt Lake City, UT
• 2001-11-06 → 2007-07-20
  Trek Financial
  Midvale, UT
• 2002-07-23 → 2005-06-01
  Mony Securities Corporation
  Salt Lake City , UT

Other Businesses

1) 1/30/2019 - Long Term Care Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 01/10/2019 - 1 Hour Per Month During Securities Trading. 2) 1/8/2020 - Mountain America Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 08/10/2015 - 5 Hours Per Month During Securities Trading. 3) 1/9/2020 - Mountain America Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2020 - 40 Hours Per Month During Securities Trading. 4) 4/13/2021 - 7 LE$$ON$: you wish your parents taught you about money - Not Investment Related - Home Based - Other-Author - Start Date: 4/1/2021 - 10 Hours Per Month/0 Hours During Securities Trading - Author of a financial book. 5) 03/13/2026-Alpine Retirement Consulting-DBA Holder-Business Entity For Tax/Investment Purposes Only-Not inv related-At Bountiful, UT-Start date 02/02/2026-0hrs/mth-0hrs/mth during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-01-19
• S63 Uniform Securities Agent State Law Examination
  1998-08-19

Designations