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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-08-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-29 |
| S65 | Uniform Investment Adviser Law Examination | 2026-04-25 |
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