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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-24 |
| UT | RA | APPROVED | 2025-05-15 |
Branch Locations
13866 S Bangerter Parkway, Draper, UT 84020 • United States
5438 W 13400 S, Herriman, UT 84096 • United States
4051 S 1900 W, Roy, UT 84067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Salt Lake City | UT | 06/2016 | 04/2019 |
| Security Service Cu | Orem | UT | 11/2020 | 03/2024 |
| Raymond James Financial Services Advisors, Inc. | Orem | UT | 04/2019 | 10/2023 |
| Raymond James Financial Services, Inc. | Orem | UT | 04/2019 | 10/2023 |
| Morgan Stanley | Purchase | NY | 01/2018 | 02/2018 |
| Security Service Invesment Group | Orem | UT | 08/2022 | 03/2024 |
| Cuso Financial Services, Lp | San Diego | CA | 03/2024 | 05/2025 |
| Lpl Financial Llc | South Jordan | UT | 05/2025 | Present |
1- 05/2025 - America First Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 160 hrs during trading / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-16 |
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