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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-22 |
| UT | RA | APPROVED | 2022-09-21 |
Branch Locations
181 East 5600 St, Ste. 100, Murray, UT 84107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allegis Advisors, Inc. | Salt Lake City | UT | 07/2006 | 09/2022 |
| Mountain West Pensions, Inc. | Sandy | UT | 10/2001 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 09/2022 |
| Mountain West Retirement Advisors Llc | Murray | UT | 07/2019 | Present |
| Lpl Financial Llv | Murray | UT | 09/2022 | Present |
1)09/19/2022 - Mountain West Retirement Advisors LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 07/2019 2)09/19/2022 - William Jaques - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 10/2001 3)09/19/2022 - Mountain West Pensions, Inc - For Profit Business - Inv Rel - At Reported Business Location(s) - Start: 06/2018
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-30 |
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