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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-05 |
| UT | RA | APPROVED | 2012-04-05 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | E St George | UT | 02/2012 | Present |
| Mountain America Credit Union | E St George | UT | 02/2012 | Present |
1. 12/16/2014 - MOUNTAIN AMERICA INSURANCE SERVICES - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - Insurance Agent - STARTED 03/07/2012 - 6 HOURS PER MONTH/3 HOURS DURING SECURITIES TRADING. 2. 11/5/2019 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Mountain America Investment Services - Investment Related - At Reported Business Location(s) - Started 11/01/2019 - 40 Hours Per Month/ During Securities Trading. 3. 05/29/2026 - Line Upon Line Letters LLC - Business Owner - Not Investment Related - Washington, UT - Start Date 05/26/2026 - 10 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-04 |
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