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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-08-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | North Ogden | UT | 05/2025 | 07/2026 |
| Mountain America Credit Union | Saratoga Springs | UT | 06/2023 | 05/2025 |
| Zion Healing Center | Murray | UT | 09/2022 | 06/2023 |
| Revature | Remote | UT | 04/2022 | 09/2022 |
| Trader Joe's | Midvale | UT | 09/2021 | 04/2022 |
| Tesla | Draper | UT | 04/2021 | 09/2021 |
| E&J Gallo | Modesto | CA | 08/2020 | 03/2021 |
| Full-Time Education | Ripon | CA | 02/2020 | 08/2020 |
| Chess4Life | Bellevue | WA | 05/2018 | 01/2020 |
| Greenheart Travel | Turin | 02/2018 | 05/2018 | |
| Endless Potential | Bellingham | WA | 02/2019 | 04/2019 |
| Microsoft | Lynnwood | WA | 11/2016 | 02/2018 |
| Unemployed | St. George | UT | 02/2016 | 11/2016 |
| Alpine Academy | Tooele | UT | 03/2021 | 04/2021 |
| Utah Youth Village | Midvale | UT | 03/2021 | 04/2023 |
| Karen W Malm Phd Pc | Murray | UT | 09/2022 | 11/2022 |
| Bank Of America, N.A. | North Ogden | UT | 07/2025 | 07/2026 |
| Mountain America Credit Union | Meridian | ID | 07/2026 | Present |
| Lpl Financial Llc | Meridian | ID | 08/2026 | Present |
1.08/2026 – Notary– Mountain America Credit Union – Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – Saratoga Springs UT 84045 – OBA Start Date: 10/19/2023 2. “Investment products and services are offered through LPL Financial LLC using the DBA/trade name Mountain America Investment Services - Inv Rel - At Reported Business Location (s) - Start Date : 08/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-22 |
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