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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-16 |
| UT | RA | APPROVED | 2021-12-16 |
Branch Locations
5663 S Redwood Rd Unit 1, Salt Lake City, UT 84123 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
5920 West William Cannon Dr., Building 7, Suite 201, Austin, TX 78749 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Cotonwood Heights | UT | 12/2013 | 12/2016 |
| Various Insurance Carriers For W&R Insurance Agencies | Salt Lake City | UT | 07/2014 | 12/2016 |
| Penn Mutual Life Insurance | Horsham | PA | 01/2017 | 01/2019 |
| Hornor Townsend & Kent Inc | Horsham | PA | 01/2017 | 01/2019 |
| Securities America, Inc. | Salt Lake City | UT | 03/2019 | 12/2021 |
| Securities America Advisors | Salt Lake City | UT | 03/2019 | 12/2021 |
| Lpl Financial, Llc | Salt Lake City | UT | 12/2021 | Present |
1. 01/01/2014 - ELITE FINANCIAL NETWORK/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 0%/ SALT LAKE CITY, UT 2. 01/01/2019 - ELITE FINANCIAL NETWORK/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ SALT LAKE CITY, UT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-01 |
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