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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-11-05 |
Branch Locations
One South Main Street, Salt Lake City, UT 84133 • United States
180 N. University Ave-Ste 300, Provo, UT 84601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Provo | UT | 07/2018 | 01/2019 |
| Complete Retirement Solutions Group | Spanish Fork | UT | 03/2016 | 07/2018 |
| Bank Of America, N.A. | Provo | UT | 10/2018 | 01/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Provo | UT | 02/2019 | 10/2024 |
| Bank Of America, N.A. | Provo | UT | 02/2019 | 10/2024 |
| Zions Bank | Salt Lake City | UT | 11/2024 | Present |
| Lpl Financial | Salt Lake City | UT | 11/2024 | Present |
1) 10/2024 - Zions Wealth Advisors / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-01-24 |
| S65 | Uniform Investment Adviser Law Examination | 2019-01-15 |
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