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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-02-13 |
| CA | RA | APPROVED | 2025-10-27 |
| TX | RA | APPROVED | 2025-10-27 |
Branch Locations
34 Via Regalo, San Clemente, CA 92673 • United States
Columbia, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Department Of Defense, Usaf | Hill Afb | UT | 04/2021 | 04/2022 |
| Eight Oaks Financial | Farmington | UT | 04/2022 | 07/2022 |
| Utah State University | Logan | UT | 10/2018 | 04/2021 |
| Department Of Defense, Usaf | Little Rock | AR | 06/2020 | 08/2020 |
| High Country Hvac | Centerville | UT | 05/2020 | 07/2020 |
| Utah State University | Logan | UT | 08/2018 | 10/2018 |
| High Country Hvac | Centerville | UT | 04/2019 | 08/2019 |
| Alaska Independent Coach Tours | Ketchikan | AK | 04/2018 | 08/2018 |
| Brigham Young University | Provo | UT | 08/2017 | 04/2018 |
| Hughes General Contractors | North Salt Lake | UT | 04/2017 | 08/2017 |
| Brigham Young University | Provo | UT | 08/2016 | 04/2017 |
| Lpl Financial | Farmington | UT | 07/2022 | Present |
1) 7/2022 - DBA for LPL Business (entity for LPL business) - Eight Oaks Financial and Insurance Services - Investment Related - Farmington, UT 84025 2) 7/2022 - DBA for LPL Business (entity for LPL business) - Eight Oaks Financial Wealth Management - Investment Related - Farmington, UT 84025
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-10-05 |
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