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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-06-25 |
| TX | RA | APPROVED | 2024-06-24 |
Branch Locations
One South Main Street, Salt Lake City, UT 84133 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Antonio | TX | 12/2012 | 06/2024 |
| Lpl Financial Llc | Salt Lake City | UT | 06/2024 | Present |
| Zions Bank | Salt Lake City | UT | 06/2024 | Present |
1. 06/10/2024 - Zions Wealth Advisors - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-17 |
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