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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Logan | UT | 02/2007 | 11/2018 |
| Wells Fargo Advisors Llc | Logan | UT | 03/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Logan | UT | 11/2016 | 11/2018 |
| Zions Bank | Logan | UT | 11/2018 | Present |
| Lpl Financial | Logan | UT | 11/2024 | Present |
1- 10/2024 / Zions Bank / DBA for LPL Business (entity for LPL business) / INV RLTD 2- 10/2024 / ZIONS BANK / Financial Institution Duty / INV RLTD / 160 HRS MNTH / 8 HRS DURING TRADING / START 11/26/2018
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-28 |
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