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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-08-06
  • UT RA
    APPROVED
    Since 2026-08-06

Branch Locations

8899 S 700 E Ste 225, Sandy, UT 84070-1825 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Sandy UT 01/2026 07/2026
Mira Home Pest Control Lindon UT 01/2025 01/2026
Grit Marketing Lindon UT 01/2024 01/2025
Sunergy Solar Provo UT 01/2023 01/2024
Grit Marketing Lindon UT 03/2022 01/2023
Sundance Sundance UT 11/2021 03/2022
The Church Of Jesus Christ Of Latter Day Saints Pittsburgh PA 04/2020 09/2021
Elite Hardscapes Lindon UT 02/2020 04/2020
The Church Of Jesus Christ Of Latter Day Saints Sao Paulo 08/2019 02/2020
Bgz Brandz Lehi UT 05/2019 07/2019
Hidden Valley Country Club Draper UT 05/2018 08/2018
Newstar Lindon UT 05/2017 08/2017
Corner Canyon High School Draper UT 01/2016 05/2017
Corner Canyon High School Draper UT 08/2017 05/2018
Corner Canyon High School Draper UT 08/2018 05/2019
Lpl Financial Sandy UT 08/2026 Present
  • 01/2026 → 07/2026
    Sandy, UT
  • 01/2025 → 01/2026
    Mira Home Pest Control
    Lindon, UT
  • 01/2024 → 01/2025
    Grit Marketing
    Lindon, UT
  • 01/2023 → 01/2024
    Sunergy Solar
    Provo, UT
  • 03/2022 → 01/2023
    Grit Marketing
    Lindon, UT
  • 11/2021 → 03/2022
    Sundance
    Sundance, UT
  • 04/2020 → 09/2021
    The Church Of Jesus Christ Of Latter Day Saints
    Pittsburgh, PA
  • 02/2020 → 04/2020
    Elite Hardscapes
    Lindon, UT
  • 08/2019 → 02/2020
    The Church Of Jesus Christ Of Latter Day Saints
    Sao Paulo
  • 05/2019 → 07/2019
    Bgz Brandz
    Lehi, UT
  • 05/2018 → 08/2018
    Hidden Valley Country Club
    Draper, UT
  • 05/2017 → 08/2017
    Newstar
    Lindon, UT
  • 01/2016 → 05/2017
    Corner Canyon High School
    Draper, UT
  • 08/2017 → 05/2018
    Corner Canyon High School
    Draper, UT
  • 08/2018 → 05/2019
    Corner Canyon High School
    Draper, UT
  • 08/2026 → Present
    Lpl Financial
    Sandy, UT
Previous Registrations
Other Businesses

1. 08/2026 - APA Financial Group LLC - DBA for LPL Business (entity for LPL business) - Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 8/5/2026 2. 08/2026 - Thin Air Financial Services Inc. - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 100 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 8/5/2026

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-05-29
S65 Uniform Investment Adviser Law Examination 2026-04-25
  • S63 Uniform Securities Agent State Law Examination
    2026-05-29
  • S65 Uniform Investment Adviser Law Examination
    2026-04-25

View on SEC IAPD

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