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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-28 |
| UT | RA | APPROVED | 2025-05-15 |
Branch Locations
2104 E 9400 S, Sandy, UT 84093 • United States
60 S E Temple St Ste 185, Salt Lake City, UT 84111 • United States
455 E 500 S, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 01/2015 | 06/2017 |
| Lpl Financial Llc | Bountiful | UT | 07/2017 | 03/2018 |
| Zions First National Bank (Zb, N.A.) | Bountiful | UT | 07/2017 | 03/2018 |
| Cuso Financial Services, Lp | San Diego | CA | 03/2018 | 05/2025 |
| Lpl Financial Llc | Sandy | UT | 05/2025 | Present |
1. 4/7/2025: Treetop Enterprises LLC; Salt Lake City, UT Airbnb; Real Estate Rental; Inv. related; start date 8/1/2022; 10hrs/mo.; 0hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-21 |
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