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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-07 |
| UT | RA | APPROVED | 2024-09-17 |
Branch Locations
2100 W Pleasant Grove Blvd Suite 330, Pleasant Grove, UT 84062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2006 | 09/2024 |
| Northwestern Mutual Investment Services, Llc | Provo | UT | 08/2006 | 09/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 07/2013 | 09/2024 |
| Critical Incident Management Solutions | Spanish Fork | UT | 10/2013 | 10/2016 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 09/2024 |
| The Late Show With Cassidy Hilton | Salt Lake City | UT | 05/2016 | 01/2017 |
| Lpl Financial Llc | Pleasant Grove | UT | 09/2024 | Present |
1) 08/2024 - Mister Beck LLC / Business Entity For Tax/Investment Purposes Only / Non Inv. Related / Salem, UT / Start date 07/29/2024 - 2) 08/2024 - Happier Wealth / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 3) 08/2024 - Pillow Cube / Business Owner / Non Inv. Related / LINDON, , UTAH / Start date 06/07/2021 - 5 Hrs per month - 1 % Time Spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-24 |
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