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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-08-06 |
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 |
|---|---|---|---|---|
| Utah State University | Logan | UT | 08/2021 | 05/2022 |
| Walmart, Inc. | Logan | UT | 06/2018 | 11/2021 |
| J.L Sorenson Recreation Center | Herriman | UT | 11/2016 | 01/2019 |
| Utah State University | Logan | UT | 08/2018 | 12/2021 |
| Jordan School District | Herriman | UT | 01/2012 | 05/2018 |
| Lpl Financial, Llc | South Jordan | UT | 05/2020 | 02/2023 |
| Oakcrest Girls Camp | Kamas | UT | 05/2022 | 08/2023 |
| Ups | West Valley | UT | 11/2023 | 12/2023 |
| Lpl Financial Llc | South Jordan | UT | 03/2024 | Present |
1 - 07/2025 - Progressive Planning - DBA for LPL Business (entity for LPL business) - Inv Related - 40 Hours/Month - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2026-04-07 |
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