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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-29 |
| ID | RA | APPROVED | 2020-06-25 |
| UT | RA | APPROVED | 2010-09-08 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mountian America Credit Union | Orem | UT | 09/2007 | Present |
| Lpl Financial, Llc | Orem | UT | 09/2007 | Present |
1. 11/4/2019 - Mountain America Credit Union - DBA: Mountain America Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 11/01/2019 - 40 Hours Per Month/40 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-11 |
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