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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | Salt Lake City | UT | 01/2015 | 02/2017 |
| Prudential Insurance Company Of America | South Jordan | UT | 08/2017 | 02/2019 |
| Unemployed | Syracuse | UT | 03/2017 | 07/2017 |
| Cuna Mutual Group | Salt Lake City | UT | 04/2019 | 06/2021 |
| Cuna Brokerage Services, Inc. | Salt Lake City | UT | 04/2019 | 06/2021 |
| Utah Retirement System | Salt Lake City | UT | 03/2018 | 04/2019 |
| J.P. Morgan Securities Llc | Logan | UT | 06/2021 | 02/2022 |
| Jp Morgan Chase Bank, N.A. | Logan | UT | 06/2021 | 02/2022 |
| Pruco Securities, Llc | South Jordan | UT | 08/2017 | 02/2018 |
| Cuna Brokerage Services | Waverly | IA | 02/2022 | Present |
| Goldenwest Credit Union | South Ogden | UT | 02/2022 | Present |
| Lpl Financial Llc | Logan | UT | 05/2022 | Present |
1.05/13/2022; Investment products and services are offered through LPL Financial LLC using the DBA/trade name MEMBERS Financial Services; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 2.05/18/2022; GoldenWest Credit Union; Financial Institution Duty; Investment Related; at Reported Business Location(s); Start Date 02/28/2022; 160hrs/mth; hrs during trading 3.08/19/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Goldenwest Investment Services; Investment Related; at Reported Business Location(s); Start Date 09/01/2026; 160hrs/mth; 160hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-10 |
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