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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2004-03-31 |
Branch Locations
252 Historic 25Th St #200, Ogden, UT 84401-2302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Ogden | UT | 03/2004 | Present |
(1) 6/11/2010 - NOTARY - NOTARY PUBLIC - TIME SPENT 1% - OGDEN, UT. (2) 6/24/2013 - ASSISTANT FOOTBALL COACH FOR THE LOCAL HIGH SCHOOL TEAM WHERE MY SON PLAYS - 5% OF TIME SPENT. (3) 4/3/2014 - DBA ONLY - BOYER RETIREMENT GROUP - OGDEN, UT. (4) 05/26/2016 * Boyer Wealth Management * DBA for LPL Business (entity for LPL business) * inv rel * 252 25th Street Ogden, UT 84401 * Changing name from Boyer Retirement Group To Boyer Wealth Management * start 05/23/2016 * 0 hrs/mo (5) 1/24/2023 - Boyer Retirement Group leases space to Jo Jo Bowls Restaurant - Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date - 05/01/2022 - 2 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-30 |
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