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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-03-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldenwest Credit Union | Ogden | UT | 08/2023 | Present |
| Alpine Credit Union | Orem | UT | 11/2021 | 08/2023 |
| Alpine Credit Union | American Fork | UT | 04/2021 | 11/2021 |
| Little Caesar's | Vineyard | UT | 05/2020 | 04/2021 |
| Snow College | Ephraim | UT | 08/2018 | 12/2021 |
| Church Of Jesus Christ Of Latter-Day Saints | Wichita | KS | 08/2016 | 08/2018 |
| Lpl Financial Llc | Ogden | UT | 09/2025 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name MEMBERS Financial Services - Investment Related - At Reported Business Location(s) - Start Date: 09/2025 2. 09/2025 - Goldenwest Federal CU - Financial Institution Duty - Investment Related - 170 Hrs/Mth - 5.5 Hrs During Trading - Bluffdale Utah, 84065 - OBA Start Date: 08/14/2025 3. 09/2025 - Notary - Notary- Investment Related - 2 Hrs/Mth - 1 Hrs During Trading - Bluffdale Utah, 84065 - OBA Start Date: 11/07/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-23 |
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