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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-06-04 |
Branch Locations
7167 South Center Park Drive Floor 2, West Jordan, UT 84084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
1) 05/2025 - Mountain America Investment Services - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-05 |
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