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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-10-21 |
| TX | RA | APPROVED | 2025-10-20 |
Branch Locations
One South Main Street, Salt Lake City, UT 84133 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Murray | UT | 09/2020 | 10/2025 |
| Brigham Young University Idaho | Rexburg | ID | 09/2016 | 07/2020 |
| The Church Of Jesus Christ Of Latter Day Saints | Lima | 09/2014 | 09/2016 | |
| Park Avenue Securities | Murray | UT | 04/2023 | 10/2025 |
| Park Avenue Securities | Draper | UT | 06/2024 | 10/2025 |
| Guardian Life Insurance Company | Draper | UT | 06/2024 | 10/2025 |
| Lpl Financial Llc | Salt Lake City | UT | 10/2025 | Present |
| Zions Bancorporation | Salt Lake City | UT | 10/2025 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Zions Wealth Advisors - Inv Rel - At Reported Business Location (s) - Start Date: 10/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-26 |
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