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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-09-03 |
| UT | RA | APPROVED | 2017-03-09 |
Branch Locations
406 W South Jordan Pkwy #200, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| B J Allen & Associates,Llc | Centerville | UT | 03/1986 | 01/2017 |
| Waddell & Reed Inc | Cottonwood Heights | UT | 09/2013 | 01/2017 |
| Various Insurance Carriers For W&R Insurance Agencies | Centerwille | UT | 09/2013 | 01/2017 |
| Lpl Financial, Llc | Salt Lake City | UT | 03/2017 | Present |
1. 03/06/2017 - BJ ALLEN & ASSOCIATES, LLC/ TAX PREP, ACCOUNTING, CPA/ 10%/ CENTERVILLE, UT 2. 03/06/2017 - PROGRESSIVE PLANNING, LLC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 20%/ SALT LAKE CITY, UT. 3. 7/27/2018 - Davis Technology College - Not Investment Related - 550 E 300 S, Kaysville, UT 84037 - Teacher - Adjunct Teacher - Start Date: 07/01/2018 - 6 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1981-09-23 |
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