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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | So. Jordan | UT | 09/2021 | 09/2023 |
| World Financial Group, Inc. | So. Jordan | UT | 08/2021 | 09/2023 |
| Bodin And Associates Inc | South Jordan | UT | 08/2012 | 09/2023 |
| Primerica | West Jordan | UT | 04/1994 | 08/2021 |
| Bright Insurance Services, Inc. | South Jordan | UT | 10/2021 | 09/2023 |
| Lpl Financial Llc | South Jordan | UT | 09/2023 | Present |
| Wildcat Insurance | South Jordan | UT | 08/2021 | 09/2023 |
1)09/12/2023 - Priority Wealth partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 09/2023 - 160 Hr/Mth 2) 09/12/2023 - GLADSTONE WEALTH PARTNERS - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 09/2023 - 160 Hr/Mth 3)09/12/2023 - ONE RESOURCE GROUP - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 09/2023 - 160 Hr/Mth 4)09/12/2023 - WILDCAT INSURANCE - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 08/2021 5)09/12/2023 - BRIGHT INSURACNE SERVICES INC - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 09/2001 6)09/12/2023 - Bodin and associates, inc - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - At Reported Business Location(s) - Start: 08/2012 - 160 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-20 |
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