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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2021-05-18 |
Branch Locations
2805 North Reserve St, Missoula, MT 59808 • United States
883 N 3050 East, St George, UT 84790 • United States
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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | St George | UT | 10/2020 | 05/2021 |
| Wells Fargo Bank, Na | St George | UT | 11/2010 | 05/2021 |
| Lpl Financial | Washington | UT | 05/2021 | Present |
1. 1/24/2023 - Mountain America Investment Services - Investment Related - At Reported Business Location(s) -DBA for LPL Business (entity for LPL business) - Associate Wealth Advisor - Start Date - 05/17/2021 - 40 Hours Per Month/40 Hours During Securities Trading 2. 10/09/2025- Ruby Brews- Other - Owner/Operator of drive thru coffee shop -Not INV Related- Home Based- Start date 03/03/2022- 10 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-01 |
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