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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2021-02-24 |
| TX | RA | APPROVED_RES | 2018-01-12 |
| UT | RA | APPROVED | 2014-05-16 |
Branch Locations
3451 West South Jordan Pkwy, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | West Jordan | UT | 10/2013 | Present |
| Mountain America Cu | West Jordan | UT | 10/2013 | Present |
1. 10/4/2013 - MOUNTAIN AMERICA INSURANCE SERVICES - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - Time Spent 2% - LIFE. 2. 11/5/2019 - Mountain America Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/01/2019 - 40 Hours Per Month During Securities Trading. 3. 10/09/2025 - Real Estate Rental - Investment Related - Started 03/03/2025 - 1 Hours Per Month 0hrs During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-22 |
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