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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-01-21 |
| NM | RA | APPROVED | 2014-05-12 |
| UT | RA | APPROVED | 2011-08-25 |
Branch Locations
735 S State St, 1St Floor, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mountain America Credit Union | Salt Lake City | UT | 08/2011 | Present |
| Lpl Financial, Llc | Salt Lake City | NC | 08/2011 | Present |
1. 9/21/2011 - MOUNTAIN AMERICAN INSURANCE SERVICES - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 2%. 2. 11/1/2019 - Mountain America Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/30/2019 - 40 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-27 |
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