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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-10-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corner Canyon High School | Draper | UT | 08/2014 | 08/2018 |
| Mangia Pizzeria | Draper | UT | 06/2017 | 02/2018 |
| Wasatch Farms | Sandy | UT | 06/2018 | 09/2018 |
| Lds Mission | Guatemala City | 09/2018 | 04/2020 | |
| 1800-Contacts | Draper | UT | 05/2020 | 08/2020 |
| Utah Valley University | Orem | UT | 08/2020 | 05/2025 |
| Bruzel Entertainment | American Fork | UT | 08/2020 | 05/2021 |
| Barber Tax Service | Draper | UT | 05/2021 | 09/2021 |
| Lpl Financial | Draper | UT | 09/2021 | 09/2024 |
| Sonora Sol, Llc | Draper | UT | 03/2022 | 12/2024 |
| Teton Wealth Group Llc | Murray | UT | 04/2025 | 08/2025 |
| Lpl Financial | Draper | UT | 10/2025 | Present |
| Hourglass Financial And Tax Services Llc | Draper | UT | 10/2025 | Present |
| Barber Tax Services | Draper | UT | 10/2025 | Present |
1. 09/2025 - Hourglass Financial and Tax Services LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 160 Hrs/Mth - 80 Hrs During Trading - Draper, UT 84020 - OBA Start Date: 09/15/2025 2. 09/2025 - Rise Financial & Tax Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 80 Hrs During Trading - At Reported Business Location(s) - BA Start Date: 09/30/2025 3. 09/2025 - BARBER TAX SERVICES DRAPER, LLC - Tax Prep/Accounting/CPA - Investment Related - 20 Hrs/Mth - 0 Hrs During Trading - Draper, UT 84020 - OBA Start Date: 09/23/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-30 |
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