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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | South Salt Lake | UT | 05/2026 | Present |
| America First Credit Union | South Salt Lake | UT | 05/2026 | Present |
| Mountain America Credit Union | Salt Lake City | UT | 02/2018 | 10/2021 |
| Target Corporation | West Jordan | UT | 10/2014 | 02/2018 |
| Lpl Financial Llc | Salt Lake City | UT | 10/2018 | 10/2021 |
| Cuna Brokerage Services, Inc | Waverly | IA | 11/2021 | 05/2022 |
| Alaska Usa Fcu | Anchorage | AK | 11/2021 | 05/2022 |
| Lpl Financial Llc | Anchorage | AK | 05/2022 | 01/2023 |
| Empower Financial Services, Inc | Greenwood Village | CO | 01/2023 | 04/2026 |
1: 05/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name America First Investment Services - Inv Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-28 |
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