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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-02-13 |
Branch Locations
7167 South Center Park Drive Floor 2, West Jordan, UT 84084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mountain America Credit Union | Salt Lake City | UT | 06/2021 | Present |
| Firehouse Grille | Idaho Falls | ID | 11/2020 | 06/2021 |
| Red Robin | Idaho Falls | ID | 01/2018 | 11/2020 |
| Chuck A Rama | Idaho Falls | ID | 06/2018 | 12/2018 |
| Firehouse Grille | Idaho Falls | ID | 08/2016 | 03/2018 |
| Full Time Student At Bonneville High School | Idaho Falls | ID | 01/2013 | 05/2017 |
| Lpl Financial Llc | Salt Lake City | UT | 03/2023 | Present |
1) 2/2023- Mountain America Investment Services- DBA for LPL Business (entity for LPL business)- inv. related- at reported business location(s) 2) 03/08/2023 - Mountain America Credit Union- Inv. Related - Notary - start date:02/07/2022 - 80 Hrs/Mth - 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-12 |
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