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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-07 |
| UT | RA | APPROVED | 2015-12-11 |
Branch Locations
298 N. Market Place Dr., Centerville, UT 84014-1752 • United States
455 East 40Th Street, So. Ogden, UT 84403 • United States
323 E 2600 N, North Odgen, UT 84414 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Ogden | UT | 12/2015 | Present |
| Mountain America Credit Union | Ogden | UT | 12/2015 | Present |
1. 12/11/2015 - Oh Snap! Photography - Not Investment Related - Home Based - Other-Business Owner - Member/Manager - Started 08/27/2012 - 1 Hour Per Month/0 Hours During Securities Trading - Time Spent 1% - Photography business that does portrait and event photography. 2. 12/11/2015 - Mountain America Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 11-16-2015 - Time Spent 10% - Fixed annuities, life insurance, medicare. 3. 11/5/2019 - Mountain America Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/04/2019 - 40 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-14 |
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