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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-05-15 |
Branch Locations
611 W Pacific Drive, American Fork, UT 84003 • 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 |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | Kansas City | MO | 04/2016 | 03/2020 |
| Unemployed | Midway | UT | 04/2020 | 06/2020 |
| Cuso Financial Services, Lp | San Diego | CA | 07/2020 | 05/2025 |
| Lpl Financial Llc | America Fork | UT | 05/2025 | Present |
1- 05/15/2025 - America First Investment Services - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 160 hours per month/ during trading 2- 05/15/2025 - Orange Sunflower Homes, LLC - Real Estate Rental - Not Investment Related - Heber City, UT - Start Date 04/01/2020 - 5 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-31 |
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