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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-10 |
| UT | RA | APPROVED | 2022-08-08 |
Branch Locations
2627 W 4700 S, Taylorsville, UT 84129 • United States
3065 W. 5400 S., Taylorsville, UT 84129 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mountain America Investment Services | Taylorsville | UT | 11/2021 | Present |
| Lpl Financial Llc | Taylorsville | UT | 11/2021 | Present |
| Utah Valley University | Orem | UT | 08/2017 | 05/2022 |
| Mountain View Highschool | Orem | UT | 08/2014 | 08/2017 |
1) 6/2022- Mountain America Investment Services- DBA for LPL Business (entity for LPL business)- inv. related- at reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-05 |
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