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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-07-30 |
Branch Locations
2531 S Redwood Rd, West Valley City, UT 84119 • United States
8349 W 3500 S, Magna, UT 84044 • United States
2850 West 3500 South, West Valley City, UT 84119 • United States
2958 S 5600 W, West Valley, UT 84120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hiresearch/Smart Rhino Labs | Draper | UT | 12/2016 | 05/2017 |
| Joshua's Pest Control | Lenexa | KS | 05/2017 | 07/2017 |
| Self-Employed | Lindon | UT | 10/2017 | 03/2018 |
| Zions Bank | Orem | UT | 06/2018 | 11/2018 |
| Utah Valley University | Orem | UT | 06/2014 | 12/2018 |
| Alliance Health/Upwell Health | Orem | UT | 05/2018 | 05/2019 |
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 06/2019 | 07/2024 |
| Mountain America Credit Union | West Jordan | UT | 07/2024 | Present |
| Lpl Financial | West Jordan | UT | 07/2024 | Present |
1 - 07/10/2024 - Sole Prop DBA LMB Stores - E Commerce - Not Inv Related - OBA Start Date: 02/01/2018. 2- 09/12/2024 - Mountain America Investment Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/29/2024 - 40 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-20 |
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