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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-29 |
| UT | RA | APPROVED | 2010-10-25 |
Branch Locations
1727 W 1800 N, Clinton, UT 84015-8304 • United States
195 North 400 West, Kaysville, UT 84037 • United States
955 W. Antelope Dr., Layton, UT 84041 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mountain America Cu | Layton | UT | 06/2010 | Present |
| Lpl Financial Llc | Layton | UT | 08/2010 | Present |
1. 2/2/2015: MOUNTAIN AMERICAN FINANCIAL SERVICES - Investment Related - At Reported Business Location(s) - AGENT - STARTED 01/01/2015 - 16 HOURS PER MONTH/1 HOUR DURING SECURITIES TRADING - FIXED ANNUITIES. 2. 4/18/2018 - Mountain America Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 07/01/2010 - 5 Hours Per Month During Securities Trading - Providing fixed annuities not available on LPL's platform. 3. 11/7/2019 - Mountain America Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/05/2019 - 40 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-03 |
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