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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-28 |
| AZ | RA | APPROVED | 2023-06-27 |
| UT | RA | APPROVED | 2021-07-22 |
| WI | RA | APPROVED | 2021-07-21 |
Branch Locations
488 E Winchester St Ste 400, Salt Lake City, UT 84107 • United States
Tucson, AZ • United States
5000 E. Mediterranean Dr Suite B-2, Sierra Vista, AZ 85635 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gsc A Pcc Company | Ogden | UT | 06/2014 | 07/2017 |
| Michael D. Bennett | Cottonwood Heights | UT | 02/2019 | 07/2021 |
| Parker Hannifin Corporation | Ogden | UT | 03/2019 | 05/2021 |
| Waddell & Reed, Inc. | Salt Lake City | UT | 11/2016 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Clinton | UT | 09/2017 | 07/2021 |
| Bd Medical | Sandy | UT | 05/2021 | 07/2021 |
| Lpl Financial, Llc | Salt Lake City | UT | 07/2021 | Present |
1. 02/15/2022- Wasatch Front Wealth Advisors- Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)- Start Date - 02/12/2022- 120 Hours Per Month/80 Hours During Securities Trading. 2. 10/17/2023 - Western Front Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/10/2023 - 120 Hours Per Month/ 80 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-22 |
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