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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-09-16 |
Branch Locations
2975 Executive Pkwy, Ste 240, Lehi, UT 84048 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metropolitan Life Insurance Company | Sandy | UT | 06/2002 | 02/2017 |
| Metlife Securities, Inc. | Sandy | UT | 06/2002 | 02/2017 |
| Ameriprise Financial Advisors Inc. | Sandy | UT | 02/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Lehi | UT | 03/2020 | 09/2024 |
| Lpl Financial Llc | Lehi | UT | 09/2024 | Present |
1 - 08/28/2024 - Boxfin Financial - Other - Not Inv Related - UT 84043 - OBA Start Date: 01/01/2021. 2 - 08/28/2024 - Halls of Glory, Inc. - Not Inv Related - UT 84043 - OBA Start Date: 06/01/2019. 3 - 08/28/2024 - DH Planning - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s). 4- 12/09/2025 - DH Benefits, LLC - Insurance Agency - Owner - Investment Related - Home Based - Start Date 01/01/2026 - 15 hours per month/ 1 hour during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1990-07-20 |
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