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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2022-04-27 |
| WY | RA | APPROVED | 2022-04-26 |
Branch Locations
25 S Willow St., Ste 201, Jackson Hole, WY 83001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Denver | CO | 06/2007 | 04/2022 |
| Wells Fargo Advisors Llc | Denver | CO | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Denver | CO | 11/2016 | 04/2022 |
| Zions Bank | Jackson | WY | 04/2022 | Present |
| Lpl Financial Llc | Jackson Hole | WY | 04/2022 | Present |
1)04/25/2022 - Zions Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 04/2022 2)04/25/2022 - Zions Bancoproration - Financial Institution Duty - Inv Rel - At Reported Business Location(s) - Start: 04/2022 3)04/25/2022 - Real Estate Rental - Owner - 67 Alpine Trail, U23, Id - Inv Rel - Start: 06/2020 - 2 Hr/Mth 4)04/25/2022 - Real Estate Rental - Owner - 415 Butler Ln Driggs, ID - Inv Rel - Start: 07/20
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-02 |
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