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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-05-19 |
| TX | RA | APPROVED_RES | 2025-05-17 |
| UT | RA | APPROVED | 2025-05-15 |
Branch Locations
2722 E Red Cliffs Drive, St George, UT 84790 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 06/2019 | 05/2025 |
| Umemployed | St George | UT | 01/2019 | 06/2019 |
| Soltis Investment Advisors | St George | UT | 09/2018 | 01/2019 |
| America First Credit Union | St George | UT | 12/2016 | 09/2018 |
| America First Credit Union | St George | UT | 03/2015 | 12/2016 |
| Lpl Financial Llc | St George | UT | 05/2025 | Present |
1. 05/15/2025- America First Investment Services- DBA for LPL Business (entity for LPL business)-INV Related- At Reported Business Location(s)- Start date 05/16/2025- 160 Hours Per Month- 160 Hours During Trading 2. 05/15/2025-Primal Cacao-Business Owner- Not INV Related- Home Based- Start date 06/01/2024- 10 Hours Per Month 3. 05/15/2025- Dobbins Ventures LLC- Business Entity For Tax/Investment Purposes Only- INV Related- At Reported Business Location(s)- Start date 07/01/2023- 10 Hours Per Month 4. 05/15/2025-Dobbins Ventures LLC- Real Estate Rental- INV Related- At St. George, UT - Start date 07/01/2023- 10 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-24 |
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