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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
451 West Parrish Lane, Centerville, UT 84014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 11/2015 | 05/2021 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 05/2021 |
| Cuso Financial Services, Lp | San Diego | CA | 05/2021 | 05/2025 |
| Lpl Financial Llc | Centerville | UT | 05/2025 | Present |
1.05/15/2025; Soccer Referee; Coach/ Sports/ Fitness; Not Investment Related; Sandy,UT; Start Date 04/26/2025; 20hrs/mth; 5hrs during trading 2.05/15/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name America First Investment Services; Investment Related; at Reported Business Location(s); Start Date 05/15/2025; 160hrs/mth; 160hrs during trading 3.06/04/2025; Major Private Soccer Trainings; Coach/ Sports/ Fitness; Not Investment Related; Stansbury Park,UT; Start Date 03/01/2020; 5hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-16 |
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