Addison Errol Dishman

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-04-21
UT	RA	APPROVED	2025-04-21

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Cornerstone Research	Menlo Park	CA	01/2021	09/2022
Taxhawk, Inc.	Provo	UT	11/2015	01/2021
Brigham Young University, Economics Department	Provo	UT	08/2018	12/2018
The Church Of Jesus Christ Of Latter-Day Saints, Mtc	Provo	UT	05/2016	08/2018
Lone Peak Valuation Group	Salt Lake City	UT	07/2016	09/2016
Raymond James Financial Services, Inc.	Sandy	UT	10/2022	04/2025
Utah Wealth Strategies	Sandy	UT	10/2022	Present
Raymond James Financial Services Advisors ,Inc	Sandy	UT	04/2023	04/2025
Lpl Financial Llc	Murray	UT	04/2025	Present

01/2021 → 09/2022

Cornerstone Research

Menlo Park, CA
11/2015 → 01/2021

Taxhawk, Inc.

Provo, UT
08/2018 → 12/2018

Brigham Young University, Economics Department

Provo, UT
05/2016 → 08/2018

The Church Of Jesus Christ Of Latter-Day Saints, Mtc

Provo, UT
07/2016 → 09/2016

Lone Peak Valuation Group

Salt Lake City, UT
10/2022 → 04/2025

Raymond James Financial Services, Inc.

Sandy, UT
10/2022 → Present

Utah Wealth Strategies

Sandy, UT
04/2023 → 04/2025

Raymond James Financial Services Advisors ,Inc

Sandy, UT
04/2025 → Present

Lpl Financial Llc

Murray, UT

1)03/13/2025 - Utah Wealth Strategies - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-04-11

Other Firms