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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-28 |
| UT | RA | APPROVED | 2019-07-15 |
Branch Locations
1962 West 12600 South, Riverton, UT 84065 • United States
1704 East State Hwy 92, Lehi, UT 84043 • United States
25 E Crossroads Blvd, Saratoga Springs, UT 84045 • United States
13389 S 5600 W, Herriman, UT 84096 • United States
5382 West Daybreak Parkway, South Jordan, UT 84009 • United States
1345 Eagle Mountain Blvd, Eagle Mountain, UT 84005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Draper | UT | 08/2005 | 07/2019 |
| Wells Fargo Advisors Llc | Draper | UT | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Draper | UT | 11/2016 | 07/2019 |
| Mountain American Credit Union | South Riverton | UT | 07/2019 | Present |
| Lpl Financial Llc | South Riverton | UT | 07/2019 | Present |
1. 11/1/2019 - Mountain America Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/31/2019 - 40 Hours Per Month/40 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-19 |
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