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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-18 |
| UT | RA | APPROVED | 2024-10-02 |
Branch Locations
One South Main Street, Salt Lake City, UT 84133 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rhi General Group | San Ramon | CA | 11/2019 | 02/2020 |
| Wells Fargo Clearing Services Llc | Salt Lake City | UT | 11/2019 | 02/2020 |
| Unemployed | Rexburg | ID | 05/2019 | 10/2019 |
| Charles Koch Institute | Rexburg | ID | 01/2019 | 04/2019 |
| Idaho Freedom Foundation | Rexburg | ID | 10/2018 | 12/2018 |
| Unemployed | Rexburg | ID | 01/2018 | 09/2018 |
| Rexburg Business And Discovery Center | Rexburg | ID | 09/2017 | 12/2017 |
| Unemployed | Rexburg | ID | 11/2016 | 08/2017 |
| Walmart | Rexburg | ID | 08/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 06/2020 | 02/2022 |
| Unemployed | Salt Lake City | UT | 02/2020 | 06/2020 |
| Zions Direct | Salt Lake City | UT | 02/2022 | 09/2024 |
| Zions Bank | Salt Lake City | UT | 10/2024 | Present |
| Lpl Financial | Salt Lake City | CA | 10/2024 | Present |
1) 09/2024 - Zion Wealth Advisors / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-10 |
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