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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-04-07 |
Branch Locations
40 E. St. George Blvd., St. George, UT 84770 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 05/2016 | 09/2023 |
| E*Trade Capital Management Llc | Sandy | UT | 05/2016 | 09/2023 |
| Morgan Stanley | Sandy | UT | 12/2022 | 11/2024 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 11/2024 | 04/2026 |
| Empower Financial Services, Inc | Greenwood Village | CO | 11/2024 | 04/2026 |
| Zions Bank | St George | UT | 04/2026 | Present |
| Lpl Financial | St George | UT | 06/2025 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Zions Wealth Advisors - Investment Related - At Reported Business Location(s) - Start Date: 04/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-12 |
| S66 | Uniform Combined State Law Examination | 2008-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-28 |
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