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Zakary Andrew Fresh

LPl Financial LLC

West Jordan, UT

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-06-04
  • UT RA
    APPROVED
    Since 2025-06-04

Branch Locations

7167 South Center Park Drive Floor 2, West Jordan, UT 84084 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments American Fork UT 10/2020 08/2022
University Of Utah Health Salt Lake City UT 09/2018 10/2020
A Plus Printing And Design Murray UT 06/2018 08/2018
West Valley Family Fitness Center West Valley City UT 10/2015 06/2018
Cyprus High School Magna UT 08/2015 06/2018
University Of Utah Salt Lake City UT 08/2018 05/2020
Silicon Valley Bank Cottonwood Heights UT 08/2022 03/2023
Svb Investment Services Inc Cottonwood Heights UT 08/2022 12/2023
Svb Wealth Llc Cottonwood Heights UT 08/2022 06/2025
First Citizens Investor Services Raleigh NC 12/2023 06/2025
Lpl Financial Llc West Jordan UT 06/2025 Present
Mountain America Credit Union West Jordan UT 06/2025 Present
  • 10/2020 → 08/2022
    Fidelity Investments
    American Fork, UT
  • 09/2018 → 10/2020
    University Of Utah Health
    Salt Lake City, UT
  • 06/2018 → 08/2018
    A Plus Printing And Design
    Murray, UT
  • 10/2015 → 06/2018
    West Valley Family Fitness Center
    West Valley City, UT
  • 08/2015 → 06/2018
    Cyprus High School
    Magna, UT
  • 08/2018 → 05/2020
    University Of Utah
    Salt Lake City, UT
  • 08/2022 → 03/2023
    Silicon Valley Bank
    Cottonwood Heights, UT
  • 08/2022 → 12/2023
    Svb Investment Services Inc
    Cottonwood Heights, UT
  • 08/2022 → 06/2025
    Svb Wealth Llc
    Cottonwood Heights, UT
  • 12/2023 → 06/2025
    First Citizens Investor Services
    Raleigh, NC
  • 06/2025 → Present
    West Jordan, UT
  • 06/2025 → Present
    Mountain America Credit Union
    West Jordan, UT
Previous Registrations
  • 2023-02-13 → 2025-06-03
    Cottonwood Heights, UT
Other Businesses

1) 05/2025 - Mountain America Investment Services - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-10
S63 Uniform Securities Agent State Law Examination 2021-03-05
  • S65 Uniform Investment Adviser Law Examination
    2023-02-10
  • S63 Uniform Securities Agent State Law Examination
    2021-03-05
Other Names
  • Zak Andrew Fresh

View on SEC IAPD

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