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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-07 |
| NM | RA | APPROVED | 2018-04-30 |
| UT | RA | APPROVED | 2017-07-05 |
Branch Locations
1475 N Main St, Tooele, UT 84074 • United States
6811 N State Highway 36, Stansbury Park, UT 84074 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bruce A Lefavi Securities | Salt Lake City | UT | 01/2013 | 06/2017 |
| Bruce A. Lefavi Annuities, Inc Dba Lefavi Wealth Management | Salt Lake City | UT | 01/2013 | 06/2017 |
| Lpl Financial, Llc | Salt Lake City | UT | 07/2017 | Present |
| Mountain American Credit Union | Salt Lake City | UT | 07/2017 | Present |
1. 12/4/2019 - Mountain America Credit Union - DBA: Mountain America Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/03/2019 - 40 40 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-19 |
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