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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-13 |
| MT | RA | APPROVED | 2021-09-24 |
| UT | RA | APPROVED | 2019-05-22 |
Branch Locations
2805 North Reserve St, Missoula, MT 59808 • United States
1298 East Murray-Holladay Rd, Holladay, UT 84117 • United States
2070 E 2100 S, Salt Lake City, UT 84109 • United States
2174 E 3300 S, Salt Lake City, UT 84109 • United States
9640 S. State St., Sandy, UT 84070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Utah Valley University | Orem | UT | 03/2016 | 11/2016 |
| Deseret Mutual Benefit Administrators | Salt Lake City | UT | 10/2017 | 04/2018 |
| Unemployed | Orem | UT | 12/2016 | 09/2017 |
| Fidelity Brokerage Services Llc | American Fork | UT | 07/2018 | 02/2019 |
| Lpl Financial Llc | Holladay | UT | 02/2019 | Present |
| Mountain America Credit Union | Holladay | UT | 02/2019 | Present |
1. 11/5/2019 - Mountain America Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/30/2019 - 160 Hours Per Month/90 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-21 |
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