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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2018-08-10 |
| NM | RA | APPROVED | 2018-08-10 |
| ID | RA | APPROVED | 2018-08-09 |
| UT | RA | APPROVED | 2010-04-28 |
Branch Locations
7167 South Center Park Drive Floor 2, West Jordan, UT 84084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mountain America Cu | Salt Lake City | UT | 11/2009 | Present |
| Lpl Financial Llc | Salt Lake City | UT | 02/2010 | Present |
1. 11/1/2019 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Mountain America Investment Services - Investment Related - At Reported Business Location(s) - Start Date 10/31/2019 - 40 Hours Per Month/40 Hours During Securities Trading. 2. 01/16/2026 - Utah Valley University - Teacher Paid by School or University - Adjunct Professor - Not Investment Related - Orem, UT - Start Date 01/07/2026 - 20 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-26 |
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