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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-16 |
| UT | RA | APPROVED | 2024-05-16 |
Branch Locations
420 E. South Temple Suite 312, Salt Lake City, UT 84111 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
420 E. South Temple, Suite 312, Salt Lake City, UT 84111 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wasatch Capital Resources | Salt Lake City | UT | 07/2000 | Present |
| Penn Mutual Life Ins Co | Horsham | PA | 07/2009 | Present |
| Lincoln Financial Securities Corporation | Salt Lake City | UT | 03/2011 | 05/2024 |
| Lpl Financial | Salt Lake City | UT | 05/2024 | Present |
1) 05/09/2024-Real Estate Rental-Co-owner-Inv Related-At South Jordan, UT-Start date, 04/16/2022-1hrs/mth 2) 05/09/2024-Jonathan B. Hatch, LLC-Business Entity For Tax/Investment Purposes Only-Pass-through entity for Insurance Commissions-At South Jordan, UT-Start date, 04/06/2012-4hrs/mth 3) 05/09/2024-Wasatch Capital Resources-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s) 4) 11/05/2025- Jonathan B Hatch, LLC- Other - Licensed Notary- INV Related- At Reported Business Location(s)- Start date 10/09/2025- 1 Hour Per Month- 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-22 |
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