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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-04-17 |
| TX | RA | APPROVED | 2024-04-15 |
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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 02/2011 | 04/2024 |
| Lpl Financial Llc | Salt Lake City | UT | 04/2024 | Present |
| Zions Bank | Salt Lake City | UT | 04/2024 | Present |
1) 04/08/2024 - Zion Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 08/06/2024 - Vectra Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/15/2024 - 10 Hours Per Month/ During Trading 3) 08/06/2024 - Amegy Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/15/2024 - 10 Hours Per Month/ During Trading 4) 08/06/2024 - CB&T Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/15/2024 - 10 Hours Per Month/ During Trading 5) 08/06/2024 - NSB Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/15/2024 - 10 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-10 |
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