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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-03 |
| UT | RA | APPROVED | 2024-04-04 |
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 |
|---|---|---|---|---|
| Provo School Disrict | Provo | UT | 01/2015 | 09/2018 |
| The Church Of Jesus Christ Of Latter Day Saints | Cochabamba | 10/2018 | 12/2019 | |
| The Church Of Jesus Christ Of Latter Day Saints | Baranquilla | 12/2019 | 03/2020 | |
| Mountain America Credit Union | Salt Laky City | UT | 06/2020 | Present |
| Lpl Financial Llc | Salt Lake City | UT | 03/2023 | Present |
| Thayn Family Farm | Green River | UT | 03/2020 | 06/2020 |
1) 02/2023 - Mountain America Investment Services - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 11/13/2024 - Roys Records - Rep's Business - Partner - Not Investment Related - Home Based - Start Date 10/16/2024 - 20 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-06 |
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