Best Investors Account Sign in
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-06-27
  • UT RA
    APPROVED
    Since 2023-06-27

Branch Locations

5572 West 9000 South, West Jordan, UT 84081 • United States

7013 South River Gate Dr, Midvale, UT 84047 • United States

9027 S 2200 W, West Jordan, UT 84088 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Salt Lake City UT 12/2022 Present
Mountain America Credit Union Salt Lake City UT 12/2022 Present
Utah Valley University Orem UT 01/2015 05/2019
Little Dutch Boy Bakery Draper UT 03/2019 06/2022
Unemployed South Jordan UT 06/2022 12/2022
  • 12/2022 → Present
    Salt Lake City, UT
  • 12/2022 → Present
    Mountain America Credit Union
    Salt Lake City, UT
  • 01/2015 → 05/2019
    Utah Valley University
    Orem, UT
  • 03/2019 → 06/2022
    Little Dutch Boy Bakery
    Draper, UT
  • 06/2022 → 12/2022
    Unemployed
    South Jordan, UT
Other Businesses

1) 02/2023 - Mountain America Investment Services- DBA for LPL Business (entity for LPL business)- inv. related- at reported business location(s) 2() 02/2023- Real Estate Rental- owner - inv. related- 3217 W Huntington Rd. Taylorsville, UT 84129- start date 5/1/2021- 2hrs/mth

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-24
  • S66 Uniform Combined State Law Examination
    2023-06-24

View on SEC IAPD

More in West Jordan, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor