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 2025-08-14
  • UT RA
    APPROVED
    Since 2025-08-14

Branch Locations

St George, UT • 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
Burt Brothers Riverton UT 05/2016 09/2016
High School Student Riverton UT 09/2016 05/2017
Burt Brothers Riverton UT 05/2017 09/2017
High School Student Riverton UT 09/2017 05/2018
Hokulia Riverton UT 05/2018 09/2018
Obstacle Warrior Kids Sandy Sandy UT 09/2018 05/2019
Church Service Mission Fort Lauderdale FL 05/2019 07/2021
The Insurance Box Lehi UT 07/2021 05/2023
Lpl Financial St George UT 01/2023 Present
  • 05/2016 → 09/2016
    Burt Brothers
    Riverton, UT
  • 09/2016 → 05/2017
    High School Student
    Riverton, UT
  • 05/2017 → 09/2017
    Burt Brothers
    Riverton, UT
  • 09/2017 → 05/2018
    High School Student
    Riverton, UT
  • 05/2018 → 09/2018
    Hokulia
    Riverton, UT
  • 09/2018 → 05/2019
    Obstacle Warrior Kids Sandy
    Sandy, UT
  • 05/2019 → 07/2021
    Church Service Mission
    Fort Lauderdale, FL
  • 07/2021 → 05/2023
    The Insurance Box
    Lehi, UT
  • 01/2023 → Present
    Lpl Financial
    St George, UT
Other Businesses

1) 2026-04-22 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Hallows Financial - DBA for LPL Business (entity for LPL business) - Y - 10 - 6 - at reported business location(s) - 2026-04-20 - I plan to use Hallows Financial DBA as I help coordinate advisory efforts for the clients serviced by rep id QB7D (Split code between Blake Hansen and Teddy Hallows) 2) 2025-11-04 - The Insurance Box - Outside/W-2 Employment - Y - 5 - 3 - 3155 S Hidden Valley Dr, unit 301, St George, UT, 84790 - 2025-09-02 - 3) 2025-01-09 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Gro Financial - DBA for LPL Business (entity for LPL business) - Y - 160 - 5 - at reported business location(s) - 2024-12-13 - 4) 2025-01-09 - DoorDash - Outside/W-2 Employment - N - 1 - 0 - 303 2nd Street, San Francisco United States - 2024-12-13 -

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-06
  • S66 Uniform Combined State Law Examination
    2025-08-06

View on SEC IAPD

More in St George, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor