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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-15 |
| UT | RA | APPROVED | 2022-07-14 |
Branch Locations
7167 South Center Park Drive Floor 2, West Jordan, UT 84084 • United States
39 East Main Street, Duchesne, UT 84021 • United States
801 W Hwy 40, Vernal, UT 84078 • United States
823 East 200 North, Roosevelt, UT 84066 • United States
1818 W Hwy 40, Vernal, UT 84078 • United States
3986 N 15675 W, Altamont, UT 84001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leavitt Insurance Group Of Vernal | Vernal | UT | 12/2020 | 05/2022 |
| Mountain America Credit Union | Vernal | UT | 04/2012 | 12/2020 |
| Lpl Financial | Salt Lake Cit | UT | 05/2022 | Present |
| Mountain America Cu | Salt Lake Cit | UT | 05/2022 | Present |
1-01/2013 / MRC Homes LLC / Business Entity For Tax/Investment Purposes Only / Investment Related / Salt Lake City, UT 2- 01/2013 / Real Estate Rental / Investment Related / 133 100 Roosevelt, UT 84066- 2923 3- 05/2022 / Investment products and services are offered through LPL Financial LLC using the DBA/trade name Mountain America Investment Services / Investment Related / Salt Lake City, UT 4- 01/2014 / CPR Homes Inc. / Business Entity For Tax/Investment Purposes Only / Investment Related / Salt Lake City, UT 5- 01/27/2026 - Dinoland Bowl Inc - Business Owner - Vernal, UT - Start Date 06/01/2026 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-12 |
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