Adam Barona Machado

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
NM	RA	APPROVED	2022-12-06
TX	RA	APPROVED	2020-03-19
UT	RA	APPROVED	2020-01-03

NM RA
APPROVED

Since 2022-12-06
TX RA
APPROVED

Since 2020-03-19
UT RA
APPROVED

Since 2020-01-03

Branch Locations

875 Main Street, Billings, MT 59105 • United States

3028 S State St, Salt Lake City, UT 84115 • United States

1715 W 700 N, Salt Lake City, UT 84116 • United States

1225 S Redwoood Rd, Salt Lake City, UT 84104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Utah Valley University	Orem	UT	01/2014	08/2019
Utah Valley University Intramural Department	Orem	UT	08/2017	12/2017
Bank Of American Fork	Alpine	UT	05/2017	08/2017
New Millennial Group	Sandy	UT	12/2018	01/2019
Mountain America Credit Union	Salt Lake City	UT	04/2019	Present
Lpl Financial Llc	Salt Lake City	UT	04/2019	Present

01/2014 → 08/2019

Utah Valley University

Orem, UT
08/2017 → 12/2017

Utah Valley University Intramural Department

Orem, UT
05/2017 → 08/2017

Bank Of American Fork

Alpine, UT
12/2018 → 01/2019

New Millennial Group

Sandy, UT
04/2019 → Present

Mountain America Credit Union

Salt Lake City, UT
04/2019 → Present

Lpl Financial Llc

Salt Lake City, UT

Other Businesses

1. 2/11/2020 - Mountain America Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/30/2019 - 40 Hours Per Month During Securities Trading.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-12-16

S66 Uniform Combined State Law Examination

2019-12-16