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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-12 |
| UT | RA | APPROVED | 2010-03-04 |
Branch Locations
406 W South Jordan Pkwy #200, South Jordan, UT 84095 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Salt Lake City | UT | 03/2010 | Present |
1. 2/14/2012 - NON-VARIABLE INSURANCE DBA - PROGRESSIVE PLANNING, LLC - SELLING FIXED INSURANCE THROUGH PROGRESSIVE PLANNING, LLC. WHICH IS A UTAH APPROVED LIFE INSURANCE AGENCY. OFFERS FIXED LIFE INSURANCE, FIXED ANNUITIES AND LONG TERM CARE COVERAGE. - TIME SPENT 15% 2. 07/01/2014 -CAVE PEAK FINANCIAL GROUP, INC.- BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - COMMISSION AND FEES FROM SALE OF INVESTMENT AND INSURANCE PRODUCTS- TIME SPENT 100 HRS PER MOS- SALT LAKE CITY, UT 3. 09/26/2019 - Stone Hill National - Investment related - 257 E. 200 S., Ste. 750, Salt Lake City, UT 84111 - Non-Variable Insurance - start date:09/04/2019 - 1 hr/mo - 0 hrs during trading. 4. 08/30/2023 - Silversun LLC - Investment Related - St. George, UT - Real Estate Rental - Start Date 07/03/2023 - 1 Hours Per Month 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-29 |
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