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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
967 S Turf Farm Rd, Payson, UT 84651 • United States
1353 N Canyon Creek Pkwy, Spanish Fork, UT 84660 • United States
965 N Main St, Nephi, UT 84648 • United States
57 W Main St, Santaquin, UT 84655 • United States
1476 N Freedom Blvd, Provo, UT 84604 • United States
660 S 1750 W Springville, Springville, UT 84663 • United States
1356 S Main St, Orem, UT 84058 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 06/2020 | 04/2024 |
| Mountain America Credit Union | Spanish Fork | UT | 06/2018 | 08/2019 |
| Autozone | Spanish Fork | UT | 12/2017 | 04/2018 |
| Rt Remodel And Design | Santaquin | UT | 10/2015 | 09/2016 |
| Kamco Lawns | Mapleton | UT | 04/2010 | 10/2020 |
| Morgan Stanley | Sandy | UT | 01/2023 | 04/2024 |
| Morgan Stanley | Sandy | UT | 09/2023 | 04/2024 |
| Cuso Financial Services, Lp | San Diego | CA | 05/2024 | Present |
| Lpl Financial Llc | Simi Valley | CA | 05/2025 | Present |
1-06/2025 - 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-17 |
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