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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2021-09-10 |
Branch Locations
635 South Main Street, Heber, UT 84032 • United States
1047 South Main Street, Moab, UT 84532 • United States
1672 West Newpark Blvd, Park City, UT 84098 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Park City | UT | 03/2006 | 09/2021 |
| Wells Fargo Advisors Llc | Park City | UT | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Park City | UT | 11/2016 | 09/2021 |
| Mountain America Credit Union | Park City | UT | 09/2021 | Present |
| Lpl Financial Llc | Park City | UT | 09/2021 | Present |
1) 9/2021- Mountain America Investment Services- DBA for LPL Business (entity for LPL business)- inv. related- at reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-03 |
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