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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-04-02 |
| TX | RA | APPROVED | 2024-04-01 |
Branch Locations
9149 S Monroe Plaza Way, Ste B, Sandy, UT 84070 • United States
10808 S River Front Pkwy Ste 387, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank Na | Sandy | UT | 11/2008 | 04/2024 |
| Utah Property Managers Llc | Draper | UT | 05/2011 | 09/2016 |
| Lpl Financial Llc | South Jordan | UT | 04/2024 | Present |
1) 02/2024 - Elias T. Benjamin Wealth Management / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 40 Hrs per month / 40% Time Spent 2) 03/25/2025 - BeltonMo Rental Property LLC - Not Investment related - Home Based 2040 E Graystone Lane Draper Utah - Start date 03/31/2025 - 5 Hrs/Mth - 5 Hrs During Trading. 3) 05/27/2025 - Allen Po LLC - Investment Related - Real Estate Rental - A & B Sandy, UT - Start Date:08/01/2025 - 1 Hrs/Mth - 1 Hrs During Trading. 4) 11/07/2025 - Mountain Green Property Management - Real Estate Rental - Investment Related - Mountain Green, Utah - Start Date 11/30/22025 - 5 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-22 |
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