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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-06-30 |
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 | 07/2025 | Present |
| T-Mobile | Provo | UT | 11/2021 | 09/2025 |
| Staples | Logan | UT | 09/2021 | 11/2021 |
| Jiffy Lube | Herriman | UT | 10/2020 | 08/2021 |
| Utah State University | Logan | UT | 08/2021 | 08/2023 |
| Utah Valley University | Orem | UT | 08/2023 | Present |
| In-N-Out | Midvale | UT | 02/2020 | 08/2020 |
| No Employment | West Jordan | UT | 01/2016 | 08/2020 |
| Lpl Financial | West Jordan | UT | 07/2025 | 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) - Start Date :02/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-27 |
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