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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-02-12 |
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 |
|---|---|---|---|---|
| Goldman Sachs And Co. | Salt Lake City | UT | 07/2014 | 07/2019 |
| Unemployed | Salt Lake City | UT | 07/2019 | 11/2019 |
| Sofi | Cottonwood Heights | UT | 11/2019 | 08/2024 |
| Zions Direct, Inc. | Salt Lake City | UT | 09/2024 | Present |
| Zions Capital Advisors, Inc. | Salt Lake City | UT | 09/2024 | Present |
| Zions Bancorporation, N.A. | Salt Lake City | UT | 08/2024 | Present |
| Lpl Financial Corp | Salt Lake City | UT | 09/2024 | Present |
1- 02/2025 / Zions Wealth Advisors / Financial Institution Duty /Investment Related / Salt Lake City, UT 2- 02/2025 / Zions Wealth Advisors / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-14 |
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