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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jensen Services | Westvalley City | UT | 05/2016 | 05/2017 |
| Zions Bancorporation | Salt Lake City | UT | 05/2017 | 07/2018 |
| Zions Bank | Salt Lake City | UT | 07/2018 | 12/2019 |
| Morgan Stanley | South Jordan | UT | 09/2020 | 10/2020 |
| Jensen Services | West Valley City | UT | 12/2019 | 09/2020 |
| Raymond James & Associates, Inc. | Cottonwood Heights | UT | 01/2021 | 06/2023 |
| Jensen Services | West Valley City | UT | 10/2020 | 01/2021 |
| Cuso Financial Services, Lp | San Diego | CA | 06/2023 | 05/2025 |
| Lpl Financial Llc | Salt Lake City | UT | 05/2025 | Present |
1- 05/15/2025 - America First Investment Services - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 160 hours per month/ during trading 2- 05/15/2025 - Jensen Services - Business Owner - Not Investment Related - Home Based - Start Date 05/15/2008 - 5 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-11 |
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