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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-24 |
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