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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-07-27 |
| UT | RA | APPROVED | 2008-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Farmington | UT | 02/2008 | Present |
1.12/24/2008; Mountain America Credit Union; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 10/17/2008; hrs/mth; hrs during trading 2.11/07/2019; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Mountain America Investment Services; Investment Related; at Reported Business Location(s); Start Date 11/07/2019; 40hrs/mth; 40hrs during trading 3.09/14/2021; Undetermined; Real Estate Rental; Investment Related; 3740 N 3675 W Peterson,UT; Start Date 08/06/2021; 5hrs/mth; 1hrs during trading 4.05/29/2026; Curtis Capital, LLC; Business Owner; Not Investment Related; Morgan,UT; Start Date 05/27/2026; 40hrs/mth; 20hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-04 |
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