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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-07-28 |
Branch Locations
One South Main Street, Salt Lake City, UT 84133 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Smashburger | Draper | UT | 10/2016 | 05/2017 |
| Unemployed | Draper | UT | 05/2017 | 09/2019 |
| Vivint | Provo | UT | 09/2019 | 12/2019 |
| Byu Dining Services | Provo | UT | 01/2020 | 03/2020 |
| Byu First-Year Peer Mentoring | Provo | UT | 03/2020 | 03/2021 |
| Amazon | Salt Lake City | UT | 04/2020 | 08/2020 |
| Sandy Club A Safe Place For Boys And Girls | Sandy | UT | 06/2020 | 08/2020 |
| Lendio | Lehi | UT | 02/2021 | 05/2021 |
| Sandy Club A Safe Place For Boys And Girls | Sandy | UT | 05/2021 | 08/2021 |
| Innovative Harbor | Provo | UT | 08/2021 | 12/2021 |
| Unemployed | Draper | UT | 01/2022 | 05/2022 |
| Fidelity Investments | Salt Lake City | UT | 05/2022 | 09/2022 |
| Unemployed | Draper | UT | 06/2012 | 10/2016 |
| Brigham Young University | Provo | UT | 09/2019 | 05/2022 |
| Teton Wealth Group | Murray | UT | 07/2023 | 06/2026 |
| Rise Services, Inc. | Orem | UT | 10/2022 | 12/2022 |
| Rinsed | Lehi | UT | 01/2023 | 06/2023 |
| Lpl Financial | Salt Lake City | UT | 07/2026 | Present |
| Zions First National Bank | Salt Lake City | UT | 07/2026 | Present |
1. “Investment products and services are offered through LPL Financial LLC using the DBA/trade name Zions Wealth Advisors - Inv Rel - At Reported Business Location (s) - 07/2026”
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-06 |
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