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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-12-19 |
| MT | RA | APPROVED | 2014-04-14 |
| UT | RA | APPROVED | 2013-10-25 |
Branch Locations
6995 Union Park Ctr Ste 320, Midvale, UT 84047 • United States
1165 N 14Th Ave Ste 4, Bozeman, MT 59715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Intermountain Financial Group | Salt Lake City | UT | 08/2007 | Present |
| Lpl Financial Llc | Salt Lake City | UT | 10/2013 | Present |
(1) 10/25/2013 - WAGSTAFF AND CRAWFORD/ DBA ONLY/ 40%/ EAST SALT LAKE CITY, UT (2) 10/25/2013 - INTERMOUNTAIN FINANCIAL GROUP/ DBA ONLY/ 40%/ EAST SALT LAKE CITY, UT (3) 04/22/2014 - NON-VARIABLE INSURANCE DBA - INTERMOUNTAIN FINANCIAL GROUP - MONTANA - DBA FOR LPL REGISTERED REP ELIZABETH HARRIS. ELIZABETH AND I ARE 50/50 PARTNERS AS OF 2014. I WILL ACT AS REGISTERED REP, AND INSURANCE AGENT AND INVESTMENT ADVISOR UNDER THIS DBA. - 50% OF TIME SPENT - SALT LAKE CITY, UT (4) 08/18/2023 - WC ADMINISTRATORS - INV. REL. - AT REPORTED BUSINESS LOCATION(S) - Third Party Administrator (TPA) - Admin - 5 Hours Per Month/ 5 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-13 |
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