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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2021-10-18 |
Branch Locations
6155 S 5600 W, Kearns, UT 84118 • United States
5471 S. 4015 W, Kearns, UT 84118 • United States
3782 W. 7800 So., West Jordan, UT 84088 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Murray | UT | 10/2005 | 10/2021 |
| Wells Fargo Advisors Llc | Murray | UT | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Murray | UT | 11/2016 | 10/2021 |
| Mountain America Credit Union | West Valley | UT | 10/2021 | Present |
| Lpl Financial Llc | West Valley | UT | 10/2021 | Present |
1) 10/13/2021 - Mountain America Investment Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 10/2021 2) 10/13/2021 - Bacchus Event Services, a DBA of Culinary Crafts - Bartender - Non-Inv Rel - Salt Lake City, UT - Start: 2021 3) 10/28/2021 - Mountain America Insurance Services - Investment Related - 9800 S Monroe St, Sandy, Utah 84070 - Non-Variable Insurance - Wealth Advisor - Start Date: 10/18/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 4) 10/08/2024 - Other - selling LV Raiders NFL tickets - Not Investment Related - Home Based - Start Date 09/23/2024 - 4 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-14 |
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