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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-17 |
| UT | RA | APPROVED | 2026-07-15 |
Branch Locations
775 North 1525 West 2Nd Floor, Farmington, UT 84025 • United States
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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Clearfield | UT | 07/2007 | 03/2020 |
| Ameriprise Financial Services, Llc | Clearfield | UT | 03/2020 | 06/2026 |
| Lpl Financial Llc | Farmington | UT | 07/2026 | Present |
1. 07/2026 - Rory R. Peterson & Company - Business Entity For Tax/Investment Purposes Only - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – Syracuse UT 84075 – OBA Start Date: 01/01/2017 2. 07/2026 - Keystone Private Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – Syracuse UT 84075 – OBA Start Date: 7/13/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-24 |
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