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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-08-25 |
| ID | RA | APPROVED | 2025-05-21 |
Branch Locations
33 South Main Street, Kaysville, UT 84037 • United States
1235 South Utah Avenue, Idaho Falls, ID 83402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zions Bank | Idaho Falls | ID | 01/2013 | Present |
| Lpl Financial Llc | Idaho Falls | ID | 11/2019 | Present |
1)10/28/2019 - Zions Wealth Advisors - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 11/2019 2)10/28/2019 - Zion Bank - Financial Institution Duty - inv rel - at reported business location(s) - start: 01/2013 2)10/28/2019 - Notary - state of Idaho - inv rel - at reported business location(s) - start: 09/2019 4)10/28/2019 - Real Estate Rental - owner - Vernal, UT - inv rel - start: 09/2019
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-20 |
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