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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-05-15 |
Branch Locations
3225 W 4700 S, Taylorsville, UT 84129 • United States
3999 West Parkway Blvd., Salt Lake City, UT 84120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | American Fork | UT | 09/2014 | 01/2023 |
| Cuso Financial Services, Lp | San Diego | CA | 01/2023 | 05/2025 |
| Lpl Financial Llc | Salt Lake City | UT | 05/2025 | Present |
1. 05/15/2025- Deseret First Investment Services- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 05/16/2025- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-05 |
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