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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-07-19 |
Branch Locations
991 W 1000 N, Logan, UT 84321 • United States
1425 No. 200 E., Logan, UT 84341 • United States
1825 South Washington Blvd, Ogden, UT 84401 • United States
706 South Main St, Logan, UT 84321 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heaven On Earth Cleaning Services | Orem | UT | 01/2021 | Present |
| Ups | Orem | UT | 12/2020 | 01/2021 |
| Utah Autism Academy | Orem | UT | 03/2020 | 11/2020 |
| Fidelity Investments | American Fork | UT | 02/2021 | 06/2022 |
| Vivint Smart Home Inc. | Provo | UT | 07/2019 | 02/2020 |
| Naylor Auto, Inc. | Provo | UT | 04/2016 | 07/2019 |
| Brigham Young University | Provo | UT | 04/2016 | 02/2019 |
| Utah Valley University | Orem | UT | 08/2019 | 12/2020 |
| Lpl Financial Llc | Layton | UT | 07/2022 | Present |
1) 7/2022- Mountain America Investment Services- DBA for LPL Business (entity for LPL business)- inv. related- at reported business location(s) 2) 7/2022- Heaven on Earth Cleaning Services- - Cleaning Business- non-inv. related- 756 E Ctr. St. Orem, UT 84097- start date 1/2021- 6hrs/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-11 |
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