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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2016-06-17 |
| UT | RA | APPROVED | 2016-03-08 |
Branch Locations
12221 S State St, Draper, UT 84020 • United States
753 W. So Jordan Parkway, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Sandy | UT | 04/2014 | Present |
| Mountain America Credit Union | Sandy | UT | 11/2009 | Present |
1. 11/7/2019 - Mountain America Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/05/2019 - 160 Hours Per Month During Securities Trading. 2. 1/29/2020 - Mountain America Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/27/2019 - 160 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-01 |
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