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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-06-17 |
Branch Locations
7167 South Center Park Drive Floor 2, West Jordan, UT 84084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mountain America Credit Union | West Jordan | UT | 07/2024 | Present |
| Saddle Rock Legal Group | Draper | UT | 01/2022 | 06/2024 |
| Mountain America Credit Union | Sandy | UT | 06/2020 | 08/2022 |
| Church Of Jesus Christ Of Latter-Day Saints | Tegucigalpa | 07/2019 | 06/2020 | |
| Utah Youth Soccer Association | Sandy | UT | 12/2014 | 07/2019 |
| Lpl Financial | West Jordan | UT | 05/2025 | Present |
1. "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) - 01/2026"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-16 |
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