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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-04 |
| UT | RA | APPROVED | 2014-06-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mountain American Credit Union | Provo | UT | 03/2013 | Present |
| Lpl Financial Llc | Provo | UT | 03/2013 | Present |
1. 12/28/2016 - Among the Young, LLC - Not Investment Related - Home Based - Other-Business Owner - Co-Owner - Started 12/02/2016 - 0 Hours Per Month. 2. 11/1/2019 - Mountain America Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/31/2019 - 40 Hours Per Month/40 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-10 |
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